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 5-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,759 | $88,890-60.9% | $102,423-66.1% | $77,643-55.2% |
| Participation rate | 64.6% | 80.9%-16.3pp | 76.5%-11.8pp | 70.6%-5.9pp |
| Annual return | 14.16% | 24.98%-10.8pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,687 | $2,698-0.4% | $3,023-11.1% | $2,726-1.4% |
| Participant deferral / active EE | $5,882 | $5,145+14.3% | $5,053+16.4% | $4,647+26.6% |
| Admin fee / account holder | $49 | $235-79.4% | $9,451-99.5% | $430-88.7% |