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 3-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 | $18,121 |
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 | $43,297 | $82,917-47.8% | $103,333-58.1% | $77,643-44.2% |
| Participation rate | 46.8% | 71.6%-24.7pp | 74.5%-27.7pp | 70.6%-23.7pp |
| Annual return | 12.53% | 19.13%-6.6pp | 24.88%-12.4pp | 31.24%-18.7pp |
| Employer contribution / active EE | $708 | $3,552-80.1% | $3,868-81.7% | $2,726-74.0% |
| Participant deferral / active EE | $3,165 | $4,108-23.0% | $5,057-37.4% | $4,647-31.9% |
| Admin fee / account holder | $66 | $638-89.7% | $8,355-99.2% | $430-84.7% |