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 | $498,513 |
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 | $21,749 | $86,936-75.0% | $103,374-79.0% | $99,061-78.0% |
| Participation rate | 44.3% | 81.7%-37.4pp | 74.5%-30.2pp | 71.6%-27.3pp |
| Annual return | 33.02% | 14.99%+18.0pp | 24.89%+8.1pp | 17.66%+15.4pp |
| Employer contribution / active EE | $1,269 | $3,925-67.7% | $3,869-67.2% | $3,261-61.1% |
| Participant deferral / active EE | $2,814 | $3,825-26.4% | $5,058-44.4% | $5,331-47.2% |
| Admin fee / account holder | $88 | $140-37.6% | $8,394-99.0% | $109-19.6% |