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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,232 |
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 | $19,750 | $65,061-69.6% | $143,757-86.3% | $66,914-70.5% |
| Participation rate | 35.1% | 65.2%-30.1pp | 80.3%-45.2pp | 69.8%-34.7pp |
| Annual return | -17.98% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,103 | $2,361-53.3% | $4,951-77.7% | $2,544-56.7% |
| Participant deferral / active EE | $2,462 | $2,919-15.7% | $5,637-56.3% | $4,237-41.9% |
| Admin fee / account holder | $149 | $502-70.3% | $14,673-99.0% | $593-74.9% |