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 | $140,800-61.0% | $89,340-38.5% | $79,634-31.0% |
| Participation rate | 35.9% | 61.9%-26.1pp | 69.6%-33.7pp | 62.5%-26.6pp |
| Annual return | 16.61% | 17.84%-1.2pp | 20.57%-4.0pp | 36.46%-19.8pp |
| Employer contribution / active EE | $1,040 | $2,021-48.5% | $2,231-53.4% | $2,529-58.9% |
| Participant deferral / active EE | $2,158 | $3,219-33.0% | $3,823-43.5% | $3,835-43.7% |
| Admin fee / account holder | $161 | $1,610-90.0% | $6,704-97.6% | $1,002-84.0% |