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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,004,004 | $104,475+11389.8% | $159,436+7429.0% | $79,386+15021.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 82.8%-82.8pp | 70.7%-70.7pp |
| Annual return | 13.55% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $3,213 | $3,417-6.0% | $4,829-33.5% | $2,427+32.3% |
| Participant deferral / active EE | $4,437 | $6,467-31.4% | $7,352-39.7% | $4,046+9.7% |
| Admin fee / account holder | $55,881 | $711+7757.8% | $10,799+417.5% | $626+8820.5% |