See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,518 | $88,360-1.0% | $145,433-39.8% | $67,986+28.7% |
| Participation rate | 47.0% | 65.5%-18.5pp | 82.1%-35.1pp | 57.2%-10.2pp |
| Annual return | 17.99% | 63.15%-45.2pp | 66.58%-48.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,323 | $5,932+23.4% | $7,897-7.3% | $3,358+118.1% |
| Admin fee / account holder | $34 | $3,313-99.0% | $13,129-99.7% | $3,203-99.0% |