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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,203 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,112 | $65,435-80.0% | $86,677-84.9% | $66,914-80.4% |
| Participation rate | 41.7% | 75.5%-33.8pp | 76.6%-34.9pp | 69.8%-28.1pp |
| Annual return | -15.63% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $423 | $2,153-80.4% | $2,836-85.1% | $2,544-83.4% |
| Participant deferral / active EE | $2,193 | $4,100-46.5% | $4,656-52.9% | $4,237-48.2% |
| Admin fee / account holder | $28 | $642-95.7% | $7,493-99.6% | $593-95.4% |