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 5-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $106,925 |
ADP BROKER-DEALER3+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,331 | $86,897-54.7% | $151,611-74.1% | $64,808-39.3% |
| Participation rate | 69.4% | 87.3%-17.8pp | 87.5%-18.1pp | 71.5%-2.0pp |
| Annual return | -13.59% | -3.57%-10.0pp | 3.33%-16.9pp | 32.82%-46.4pp |
| Employer contribution / active EE | $3,064 | $4,010-23.6% | $6,166-50.3% | $2,506+22.3% |
| Participant deferral / active EE | $6,007 | $6,690-10.2% | $8,363-28.2% | $4,310+39.4% |
| Admin fee / account holder | $141 | $153-7.9% | $11,616-98.8% | $188-25.0% |