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 5-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 | $10,757 |
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 | $21,660 | $63,442-65.9% | $68,791-68.5% | $66,914-67.6% |
| Participation rate | 35.6% | 60.0%-24.4pp | 69.0%-33.4pp | 69.8%-34.2pp |
| Annual return | -16.42% | -8.29%-8.1pp | -6.38%-10.0pp | 1.58%-18.0pp |
| Employer contribution / active EE | $823 | $1,775-53.7% | $2,655-69.0% | $2,544-67.7% |
| Participant deferral / active EE | $1,274 | $2,945-56.7% | $3,941-67.7% | $4,237-69.9% |
| Admin fee / account holder | $189 | $577-67.3% | $4,932-96.2% | $593-68.2% |