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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $109,417 |
ADP BROKER-DEALER5+ 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 | $54,648 | $122,693-55.5% | $184,203-70.3% | $199,593-72.6% |
| Participation rate | 65.7% | 86.8%-21.1pp | 86.8%-21.1pp | 72.0%-6.3pp |
| Annual return | 15.94% | 143.91%-128.0pp | 28.81%-12.9pp | 34.25%-18.3pp |
| Employer contribution / active EE | $3,100 | $4,584-32.4% | $6,427-51.8% | $3,034+2.2% |
| Participant deferral / active EE | $6,175 | $7,990-22.7% | $9,131-32.4% | $5,087+21.4% |
| Admin fee / account holder | $100 | $121-17.0% | $13,901-99.3% | $269-62.8% |