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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $463 |
ADP BROKER-DEALER8+ 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.
Participant 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 | $47,026 | $49,451-4.9% | $79,550-40.9% | $66,914-29.7% |
| Participation rate | 25.5% | 61.3%-35.9pp | 69.5%-44.0pp | 69.8%-44.3pp |
| Annual return | -12.07% | 84.25%-96.3pp | 0.16%-12.2pp | 1.58%-13.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $980 | $3,159-69.0% | $3,985-75.4% | $4,237-76.9% |
| Admin fee / account holder | $8 | $595-98.7% | $6,832-99.9% | $593-98.7% |