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 3-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,038 | $54,193-57.5% | $93,654-75.4% | $77,671-70.3% |
| Participation rate | 66.9% | 63.9%+3.0pp | 68.7%-1.8pp | 70.6%-3.7pp |
| Annual return | 20.60% | 30.54%-9.9pp | 133.34%-112.7pp | 31.21%-10.6pp |
| Employer contribution / active EE | $2,464 | $1,168+111.0% | $2,421+1.8% | $2,726-9.6% |
| Participant deferral / active EE | $4,808 | $3,144+52.9% | $4,413+9.0% | $4,648+3.4% |
| Admin fee / account holder | $20 | $576-96.6% | $8,282-99.8% | $430-95.4% |