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 | $3,700 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $130,163 | $129,095+0.8% | $184,200-29.3% | $77,671+67.6% |
| Participation rate | 66.2% | 87.3%-21.1pp | 86.8%-20.6pp | 70.6%-4.3pp |
| Annual return | 18.35% | 33.29%-14.9pp | 28.80%-10.5pp | 31.21%-12.9pp |
| Employer contribution / active EE | $5,075 | $4,410+15.1% | $6,424-21.0% | $2,726+86.1% |
| Participant deferral / active EE | $10,611 | $7,300+45.4% | $9,132+16.2% | $4,648+128.3% |
| Admin fee / account holder | $8 | $256-96.8% | $13,907-99.9% | $430-98.1% |