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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,648 |
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 | $5,792 | $26,549-78.2% | $61,373-90.6% | $66,914-91.3% |
| Participation rate | 26.2% | 38.1%-11.9pp | 52.6%-26.4pp | 69.8%-43.6pp |
| Annual return | -18.91% | -16.21%-2.7pp | 338.61%-357.5pp | 1.58%-20.5pp |
| Employer contribution / active EE | $123 | $651-81.1% | $1,159-89.4% | $2,544-95.1% |
| Participant deferral / active EE | $599 | $1,338-55.3% | $2,125-71.8% | $4,237-85.9% |
| Admin fee / account holder | $68 | $409-83.3% | $2,130-96.8% | $593-88.5% |