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 | $10,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $36,200 | $36,806-1.6% | $69,647-48.0% | $77,643-53.4% |
| Participation rate | 59.1% | 64.4%-5.3pp | 66.5%-7.4pp | 70.6%-11.5pp |
| Annual return | 13.46% | 38.81%-25.3pp | 100.48%-87.0pp | 31.24%-17.8pp |
| Employer contribution / active EE | $170 | $1,257-86.4% | $1,712-90.1% | $2,726-93.7% |
| Participant deferral / active EE | $2,315 | $2,738-15.4% | $2,886-19.8% | $4,647-50.2% |
| Admin fee / account holder | $38 | $507-92.5% | $4,713-99.2% | $430-91.2% |