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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $121,839 |
ADP BROKER-DEALER4+ 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 | $46,910 | $112,686-58.4% | $169,993-72.4% | $80,160-41.5% |
| Participation rate | 63.5% | 87.4%-23.9pp | 87.0%-23.5pp | 72.9%-9.5pp |
| Annual return | 25.05% | 67.04%-42.0pp | 53.37%-28.3pp | 40.38%-15.3pp |
| Employer contribution / active EE | $2,860 | $4,481-36.2% | $6,785-57.9% | $2,978-4.0% |
| Participant deferral / active EE | $5,655 | $7,876-28.2% | $10,408-45.7% | $5,017+12.7% |
| Admin fee / account holder | $126 | $99+27.1% | $12,815-99.0% | $145-13.1% |