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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,049 | $80,724-28.1% | $103,333-43.8% | $74,495-22.1% |
| Participation rate | 61.9% | 65.7%-3.8pp | 74.5%-12.6pp | 67.2%-5.3pp |
| Annual return | 16.66% | 27.56%-10.9pp | 24.88%-8.2pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,652 | $3,157-16.0% | $3,868-31.4% | $2,623+1.1% |
| Participant deferral / active EE | $5,591 | $3,860+44.8% | $5,057+10.6% | $4,346+28.7% |
| Admin fee / account holder | $174 | $2,368-92.7% | $8,355-97.9% | $1,942-91.0% |