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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,584 | $54,517-10.9% | $75,972-36.0% | $74,495-34.8% |
| Participation rate | 58.9% | 60.3%-1.4pp | 69.1%-10.2pp | 67.2%-8.3pp |
| Annual return | 18.13% | 31.82%-13.7pp | 359.55%-341.4pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $3,560 | $1,777+100.3% | $2,685+32.6% | $2,623+35.7% |
| Participant deferral / active EE | $7,506 | $3,066+144.9% | $4,255+76.4% | $4,346+72.7% |
| Admin fee / account holder | $24 | $2,229-98.9% | $6,467-99.6% | $1,942-98.8% |