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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,627 |
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 | $78,372 | $108,549-27.8% | $156,263-49.8% | $85,563-8.4% |
| Participation rate | 67.7% | 77.1%-9.4pp | 78.9%-11.2pp | 66.0%+1.7pp |
| Annual return | 19.28% | 21.79%-2.5pp | 59.47%-40.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $1,875 | $2,690-30.3% | $4,333-56.7% | $2,654-29.3% |
| Participant deferral / active EE | $3,729 | $4,800-22.3% | $6,158-39.4% | $4,375-14.8% |
| Admin fee / account holder | $63 | $650-90.3% | $14,255-99.6% | $834-92.4% |