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 | $13,642 |
ADP BROKER-DEALER7 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.
Annual investment return 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 | $68,876 | $89,248-22.8% | $136,007-49.4% | $74,495-7.5% |
| Participation rate | 41.0% | 69.4%-28.4pp | 76.5%-35.5pp | 67.2%-26.2pp |
| Annual return | -17.45% | 22.76%-40.2pp | 579.32%-596.8pp | 1364.94%-1382.4pp |
| Employer contribution / active EE | $773 | $2,838-72.8% | $4,217-81.7% | $2,623-70.5% |
| Participant deferral / active EE | $3,350 | $4,598-27.1% | $7,025-52.3% | $4,346-22.9% |
| Admin fee / account holder | $127 | $1,545-91.7% | $6,858-98.1% | $1,942-93.4% |