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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,295 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $18,695 | $46,966-60.2% | $185,117-89.9% | $69,631-73.2% |
| Participation rate | 55.2% | 65.3%-10.1pp | 77.3%-22.1pp | 70.7%-15.5pp |
| Annual return | 20.80% | 22.36%-1.6pp | 40.50%-19.7pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,565 | $1,360+15.0% | $4,182-62.6% | $2,032-23.0% |
| Participant deferral / active EE | $2,786 | $3,017-7.6% | $5,045-44.8% | $3,224-13.6% |
| Admin fee / account holder | $22 | $94-76.2% | $8,159-99.7% | $110-79.8% |