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 | $8,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,633 | $45,863-70.3% | $77,024-82.3% | $68,494-80.1% |
| Participation rate | 35.8% | 55.9%-20.1pp | 67.9%-32.1pp | 67.9%-32.1pp |
| Annual return | -15.52% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $553 | $1,650-66.5% | $2,812-80.3% | $2,596-78.7% |
| Participant deferral / active EE | $1,030 | $2,962-65.2% | $4,426-76.7% | $4,027-74.4% |
| Admin fee / account holder | $148 | $3,041-95.1% | $5,425-97.3% | $5,403-97.3% |