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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,893 |
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.
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 | $71,691 | $44,960+59.5% | $84,966-15.6% | $74,495-3.8% |
| Participation rate | 44.0% | 49.4%-5.4pp | 67.5%-23.5pp | 67.2%-23.2pp |
| Annual return | 14.53% | 26.24%-11.7pp | 66.38%-51.9pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $61 | $1,457-95.8% | $2,727-97.8% | $2,623-97.7% |
| Participant deferral / active EE | $2,364 | $2,731-13.4% | $4,519-47.7% | $4,346-45.6% |
| Admin fee / account holder | $51 | $2,209-97.7% | $6,149-99.2% | $1,942-97.4% |