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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,872 |
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 | $87,770 | $59,417+47.7% | $93,606-6.2% | $74,495+17.8% |
| Participation rate | 60.8% | 59.7%+1.1pp | 68.7%-8.0pp | 67.2%-6.4pp |
| Annual return | 13.00% | 81.83%-68.8pp | 133.20%-120.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,576 | $1,264+24.7% | $2,420-34.9% | $2,623-39.9% |
| Participant deferral / active EE | $5,019 | $3,050+64.5% | $4,411+13.8% | $4,346+15.5% |
| Admin fee / account holder | $273 | $3,021-91.0% | $8,285-96.7% | $1,942-85.9% |