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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,536 |
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 | $42,467 | $89,282-52.4% | $94,646-55.1% | $74,419-42.9% |
| Participation rate | 66.6% | 82.4%-15.9pp | 80.8%-14.3pp | 70.7%-4.2pp |
| Annual return | 25.93% | 25.96%0pp | 156.71%-130.8pp | 34.38%-8.5pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,008 | $8,425+18.8% | $7,418+34.9% | $4,528+121.0% |
| Admin fee / account holder | $11 | $219-94.9% | $7,231-99.8% | $348-96.8% |