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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $88,140 |
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 | $20,695 | $45,031-54.0% | $84,966-75.6% | $77,643-73.3% |
| Participation rate | 31.3% | 48.7%-17.4pp | 67.5%-36.2pp | 70.6%-39.2pp |
| Annual return | 18.55% | 79.22%-60.7pp | 66.38%-47.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $534 | $1,609-66.8% | $2,727-80.4% | $2,726-80.4% |
| Participant deferral / active EE | $3,040 | $2,807+8.3% | $4,519-32.7% | $4,647-34.6% |
| Admin fee / account holder | $175 | $912-80.8% | $6,149-97.2% | $430-59.4% |