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 6-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 | $345 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,466 | $55,636-70.4% | $81,983-79.9% | $73,488-77.6% |
| Participation rate | 32.7% | 62.3%-29.6pp | 69.2%-36.5pp | 70.7%-37.9pp |
| Annual return | 118.27% | 19.07%+99.2pp | 41.31%+77.0pp | 28.51%+89.8pp |
| Employer contribution / active EE | $986 | $1,625-39.3% | $2,498-60.5% | $2,270-56.6% |
| Participant deferral / active EE | $2,119 | $2,762-23.3% | $3,722-43.1% | $3,740-43.3% |
| Admin fee / account holder | $4 | $493-99.1% | $5,664-99.9% | $513-99.2% |