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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,048 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,892 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $27,987 | $106,028-73.6% | $146,958-81.0% | $77,643-64.0% |
| Participation rate | 46.5% | 78.4%-31.8pp | 82.2%-35.6pp | 70.6%-24.0pp |
| Annual return | 23.02% | 56.73%-33.7pp | 418.34%-395.3pp | 31.24%-8.2pp |
| Employer contribution / active EE | $1,697 | $4,063-58.2% | $4,933-65.6% | $2,726-37.8% |
| Participant deferral / active EE | $3,623 | $7,990-54.7% | $8,070-55.1% | $4,647-22.0% |
| Admin fee / account holder | $229 | $337-32.2% | $12,998-98.2% | $430-46.9% |