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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,097 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,034 | $49,451+23.4% | $79,550-23.3% | $66,914-8.8% |
| Participation rate | 41.8% | 61.3%-19.5pp | 69.5%-27.7pp | 69.8%-28.0pp |
| Annual return | -14.49% | 84.25%-98.7pp | 0.16%-14.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $888 | $1,266-29.9% | $2,413-63.2% | $2,544-65.1% |
| Participant deferral / active EE | $3,208 | $3,159+1.6% | $3,985-19.5% | $4,237-24.3% |
| Admin fee / account holder | $273 | $595-54.1% | $6,832-96.0% | $593-54.0% |