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 | $7,334 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $73,288 | $101,499-27.8% | $147,005-50.1% | $74,546-1.7% |
| Participation rate | 53.3% | 75.5%-22.3pp | 82.2%-28.9pp | 67.2%-13.9pp |
| Annual return | 17.40% | 8732.34%-8714.9pp | 418.76%-401.4pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $2,922 | $3,811-23.3% | $4,934-40.8% | $2,624+11.4% |
| Participant deferral / active EE | $6,059 | $7,304-17.1% | $8,070-24.9% | $4,347+39.4% |
| Admin fee / account holder | $54 | $1,748-96.9% | $13,006-99.6% | $1,944-97.2% |