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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,806 |
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 | $31,223 | $63,442-50.8% | $68,791-54.6% | $66,914-53.3% |
| Participation rate | 47.1% | 60.0%-12.8pp | 69.0%-21.9pp | 69.8%-22.7pp |
| Annual return | -16.48% | -8.29%-8.2pp | -6.38%-10.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $832 | $1,775-53.1% | $2,655-68.7% | $2,544-67.3% |
| Participant deferral / active EE | $2,730 | $2,945-7.3% | $3,941-30.7% | $4,237-35.6% |
| Admin fee / account holder | $257 | $577-55.5% | $4,932-94.8% | $593-56.7% |