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 | $7,219 |
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 | $42,030 | $101,317-58.5% | $146,958-71.4% | $74,495-43.6% |
| Participation rate | 69.0% | 75.5%-6.5pp | 82.2%-13.1pp | 67.2%+1.8pp |
| Annual return | 18.18% | 8730.91%-8712.7pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $2,125 | $3,810-44.2% | $4,933-56.9% | $2,623-19.0% |
| Participant deferral / active EE | $6,351 | $7,303-13.0% | $8,070-21.3% | $4,346+46.1% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |