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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,633 | $37,393-76.9% | $77,024-88.8% | $66,914-87.1% |
| Participation rate | 18.5% | 52.9%-34.4pp | 67.9%-49.4pp | 69.8%-51.3pp |
| Annual return | -16.47% | -3.29%-13.2pp | 42.32%-58.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,074 | $2,617-59.0% | $4,426-75.7% | $4,237-74.7% |
| Admin fee / account holder | $46 | $567-91.8% | $5,425-99.1% | $593-92.2% |