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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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 | $41,054 | $50,199-18.2% | $70,092-41.4% | $66,914-38.6% |
| Participation rate | 32.2% | 66.3%-34.1pp | 70.5%-38.3pp | 69.8%-37.6pp |
| Annual return | -15.15% | -13.85%-1.3pp | 190.73%-205.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $778 | $1,864-58.3% | $2,559-69.6% | $2,544-69.4% |
| Participant deferral / active EE | $2,358 | $3,112-24.2% | $3,849-38.7% | $4,237-44.3% |
| Admin fee / account holder | $1 | $600-99.8% | $6,267-100.0% | $593-99.8% |