Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $42,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,837 | $89,808-52.3% | $100,383-57.3% | $77,671-44.8% |
| Participation rate | 62.0% | 81.2%-19.2pp | 81.5%-19.5pp | 70.6%-8.6pp |
| Annual return | 19.90% | 20.62%-0.7pp | 49.26%-29.4pp | 31.21%-11.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,626 | $8,284-7.9% | $8,086-5.7% | $4,648+64.1% |
| Admin fee / account holder | $173 | $174-1.0% | $7,900-97.8% | $430-59.9% |