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 | $1,514 |
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 | $26,838 | $65,061-58.7% | $143,757-81.3% | $66,914-59.9% |
| Participation rate | 34.8% | 65.2%-30.3pp | 80.3%-45.5pp | 69.8%-35.0pp |
| Annual return | -17.71% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,018 | $2,361-56.9% | $4,951-79.4% | $2,544-60.0% |
| Participant deferral / active EE | $950 | $2,919-67.4% | $5,637-83.1% | $4,237-77.6% |
| Admin fee / account holder | $157 | $502-68.7% | $14,673-98.9% | $593-73.5% |