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 | $1,955 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $38,156 | $82,664-53.8% | $125,339-69.6% | $68,494-44.3% |
| Participation rate | 69.3% | 75.0%-5.7pp | 82.4%-13.1pp | 67.9%+1.4pp |
| Annual return | -15.85% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,731 | $3,381-48.8% | $4,814-64.0% | $2,596-33.3% |
| Participant deferral / active EE | $7,851 | $6,110+28.5% | $7,446+5.4% | $4,027+95.0% |
| Admin fee / account holder | $14 | $6,275-99.8% | $10,010-99.9% | $5,403-99.7% |