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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $56,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,608 | $75,388-68.7% | $123,544-80.9% | $55,725-57.6% |
| Participation rate | 37.1% | 75.7%-38.6pp | 82.3%-45.2pp | 70.9%-33.8pp |
| Annual return | -5.58% | 4.48%-10.1pp | 119.20%-124.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,892 | $5,651-48.8% | $6,426-55.0% | $3,356-13.8% |
| Admin fee / account holder | $169 | $120+40.8% | $9,284-98.2% | $115+46.4% |