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 7-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 | $30,977 |
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 | $119,804 | $80,731+48.4% | $103,374+15.9% | $74,546+60.7% |
| Participation rate | 47.2% | 65.7%-18.5pp | 74.5%-27.3pp | 67.2%-20.0pp |
| Annual return | 13.10% | 27.56%-14.5pp | 24.89%-11.8pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $966 | $3,158-69.4% | $3,869-75.0% | $2,624-63.2% |
| Participant deferral / active EE | $5,521 | $3,860+43.0% | $5,058+9.2% | $4,347+27.0% |
| Admin fee / account holder | $242 | $2,369-89.8% | $8,394-97.1% | $1,944-87.5% |