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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,797 |
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 | $21,666 | $82,664-73.8% | $125,339-82.7% | $68,494-68.4% |
| Participation rate | 62.2% | 75.0%-12.8pp | 82.4%-20.1pp | 67.9%-5.7pp |
| Annual return | -14.89% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,632 | $3,381-51.7% | $4,814-66.1% | $2,596-37.2% |
| Participant deferral / active EE | $4,038 | $6,110-33.9% | $7,446-45.8% | $4,027+0.3% |
| Admin fee / account holder | $200 | $6,275-96.8% | $10,010-98.0% | $5,403-96.3% |