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 | $1,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $94,612 | $54,590+73.3% | $81,930+15.5% | $73,488+28.7% |
| Participation rate | 62.0% | 68.3%-6.3pp | 72.0%-9.9pp | 70.7%-8.6pp |
| Annual return | 15.97% | 17.74%-1.8pp | 29.49%-13.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,138 | $1,636+30.7% | $4,310-50.4% | $2,270-5.8% |
| Participant deferral / active EE | $4,555 | $2,759+65.1% | $7,107-35.9% | $3,740+21.8% |
| Admin fee / account holder | $10 | $592-98.4% | $5,158-99.8% | $513-98.1% |