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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,866 | $102,382-46.4% | $147,005-62.7% | $80,874-32.2% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.1pp | 67.6%-3.6pp |
| Annual return | 12.99% | 134.89%-121.9pp | 418.76%-405.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,597 | $3,715-57.0% | $4,934-67.6% | $2,756-42.1% |
| Participant deferral / active EE | $2,776 | $6,646-58.2% | $8,070-65.6% | $4,297-35.4% |
| Admin fee / account holder | $84 | $7,942-98.9% | $13,006-99.4% | $6,935-98.8% |