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 | $20,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,788 | $54,573+27.9% | $90,951-23.3% | $73,488-5.0% |
| Participation rate | 65.1% | 61.2%+3.9pp | 69.0%-3.9pp | 70.7%-5.6pp |
| Annual return | 12.02% | 16.69%-4.7pp | 134.60%-122.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,587 | $991+60.1% | $2,122-25.2% | $2,270-30.1% |
| Participant deferral / active EE | $4,003 | $2,517+59.0% | $3,373+18.7% | $3,740+7.0% |
| Admin fee / account holder | $387 | $521-25.8% | $5,959-93.5% | $513-24.6% |