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 10-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,133 |
ADP BROKER-DEALER11+ 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 | $54,950 | $117,025-53.0% | $91,541-40.0% | $85,563-35.8% |
| Participation rate | 35.9% | 64.2%-28.4pp | 69.8%-33.9pp | 66.0%-30.1pp |
| Annual return | 16.61% | 18.02%-1.4pp | 20.50%-3.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,040 | $2,120-51.0% | $2,505-58.5% | $2,654-60.8% |
| Participant deferral / active EE | $2,158 | $3,446-37.4% | $4,008-46.2% | $4,375-50.7% |
| Admin fee / account holder | $161 | $1,242-87.1% | $6,956-97.7% | $834-80.7% |