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 | $33,000 |
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 | $64,345 | $49,451+30.1% | $79,550-19.1% | $66,914-3.8% |
| Participation rate | 66.5% | 61.3%+5.1pp | 69.5%-3.0pp | 69.8%-3.3pp |
| Annual return | -14.73% | 84.25%-99.0pp | 0.16%-14.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,083 | $1,266+64.6% | $2,413-13.7% | $2,544-18.1% |
| Participant deferral / active EE | $5,873 | $3,159+85.9% | $3,985+47.4% | $4,237+38.6% |
| Admin fee / account holder | $226 | $595-62.0% | $6,832-96.7% | $593-61.9% |