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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,504 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,438 | $50,199-65.3% | $70,092-75.1% | $66,914-73.9% |
| Participation rate | 40.6% | 66.3%-25.7pp | 70.5%-29.9pp | 69.8%-29.2pp |
| Annual return | -11.02% | -13.85%+2.8pp | 190.73%-201.8pp | 1.58%-12.6pp |
| Employer contribution / active EE | $1,118 | $1,864-40.0% | $2,559-56.3% | $2,544-56.1% |
| Participant deferral / active EE | $2,182 | $3,112-29.9% | $3,849-43.3% | $4,237-48.5% |
| Admin fee / account holder | $118 | $600-80.3% | $6,267-98.1% | $593-80.1% |