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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,680 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,590 |
ADP BROKER-DEALER5 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,757 | $55,415-66.2% | $155,509-87.9% | $74,495-74.8% |
| Participation rate | 44.0% | 61.9%-17.9pp | 78.2%-34.2pp | 67.2%-23.2pp |
| Annual return | 10.23% | 268.50%-258.3pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,895 | $2,267-16.4% | $4,672-59.4% | $2,623-27.7% |
| Participant deferral / active EE | $2,349 | $2,836-17.2% | $5,626-58.3% | $4,346-46.0% |
| Admin fee / account holder | $144 | $1,738-91.7% | $15,912-99.1% | $1,942-92.6% |