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 | $109,598 |
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 | $14,418 | $40,278-64.2% | $80,569-82.1% | $80,160-82.0% |
| Participation rate | 31.9% | 47.5%-15.6pp | 67.0%-35.1pp | 72.9%-41.0pp |
| Annual return | 28.12% | 50.86%-22.7pp | 935.43%-907.3pp | 40.38%-12.3pp |
| Employer contribution / active EE | $418 | $1,332-68.6% | $2,723-84.7% | $2,978-86.0% |
| Participant deferral / active EE | $2,636 | $2,696-2.2% | $4,447-40.7% | $5,017-47.5% |
| Admin fee / account holder | $187 | $210-11.1% | $5,377-96.5% | $145+29.1% |