Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $29,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,005 | $50,820-33.1% | $155,567-78.1% | $77,671-56.2% |
| Participation rate | 51.6% | 63.1%-11.5pp | 78.2%-26.6pp | 70.6%-19.0pp |
| Annual return | 20.69% | 34.85%-14.2pp | 64.74%-44.0pp | 31.21%-10.5pp |
| Employer contribution / active EE | $2,079 | $1,993+4.3% | $4,674-55.5% | $2,726-23.7% |
| Participant deferral / active EE | $4,252 | $2,823+50.6% | $5,628-24.4% | $4,648-8.5% |
| Admin fee / account holder | $123 | $436-71.7% | $15,916-99.2% | $430-71.3% |