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 9-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 | $26,382 |
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 | $81,473 | $130,194-37.4% | $169,993-52.1% | $71,457+14.0% |
| Participation rate | 66.1% | 86.1%-20.1pp | 87.0%-20.9pp | 67.9%-1.9pp |
| Annual return | 21.73% | 20.37%+1.4pp | 53.37%-31.6pp | 28.85%-7.1pp |
| Employer contribution / active EE | $2,523 | $4,381-42.4% | $6,785-62.8% | $2,588-2.5% |
| Participant deferral / active EE | $4,176 | $6,923-39.7% | $10,408-59.9% | $4,289-2.6% |
| Admin fee / account holder | $143 | $966-85.2% | $12,815-98.9% | $1,587-91.0% |