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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,817 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,058 | $40,522-82.6% | $84,611-91.7% | $67,579-89.6% |
| Participation rate | 23.3% | 51.1%-27.8pp | 68.2%-44.9pp | 71.3%-48.0pp |
| Annual return | 22.50% | 32.72%-10.2pp | 258.74%-236.2pp | 378.56%-356.1pp |
| Employer contribution / active EE | $196 | $1,146-82.9% | $2,652-92.6% | $2,148-90.9% |
| Participant deferral / active EE | $257 | $2,132-88.0% | $3,899-93.4% | $3,539-92.7% |
| Admin fee / account holder | $106 | $145-27.3% | $4,912-97.8% | $142-25.7% |