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 | $26,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,035 | $80,724-24.4% | $103,333-40.9% | $74,495-18.1% |
| Participation rate | 35.0% | 65.7%-30.7pp | 74.5%-39.5pp | 67.2%-32.2pp |
| Annual return | 15.64% | 27.56%-11.9pp | 24.88%-9.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,168 | $3,157-63.0% | $3,868-69.8% | $2,623-55.5% |
| Participant deferral / active EE | $2,567 | $3,860-33.5% | $5,057-49.2% | $4,346-40.9% |
| Admin fee / account holder | $212 | $2,368-91.1% | $8,355-97.5% | $1,942-89.1% |