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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,568 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,017 |
ADP BROKER-DEALER2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,954 | $63,442+19.7% | $68,791+10.4% | $66,914+13.5% |
| Participation rate | 48.2% | 60.0%-11.8pp | 69.0%-20.8pp | 69.8%-21.6pp |
| Annual return | -18.70% | -8.29%-10.4pp | -6.38%-12.3pp | 1.58%-20.3pp |
| Employer contribution / active EE | $606 | $1,775-65.9% | $2,655-77.2% | $2,544-76.2% |
| Participant deferral / active EE | $2,504 | $2,945-15.0% | $3,941-36.5% | $4,237-40.9% |
| Admin fee / account holder | $388 | $577-32.7% | $4,932-92.1% | $593-34.5% |