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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,538 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $51,283 | $55,415-7.5% | $155,509-67.0% | $74,495-31.2% |
| Participation rate | 58.1% | 61.9%-3.8pp | 78.2%-20.1pp | 67.2%-9.1pp |
| Annual return | 20.55% | 268.50%-248.0pp | 64.67%-44.1pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $2,400 | $2,267+5.9% | $4,672-48.6% | $2,623-8.5% |
| Participant deferral / active EE | $4,994 | $2,836+76.1% | $5,626-11.2% | $4,346+14.9% |
| Admin fee / account holder | $36 | $1,738-98.0% | $15,912-99.8% | $1,942-98.2% |