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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $630 |
ADP BROKER-DEALER6+ 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 | $61,637 | $72,012-14.4% | $185,823-66.8% | $79,858-22.8% |
| Participation rate | 34.0% | 65.8%-31.8pp | 78.0%-44.1pp | 69.6%-35.7pp |
| Annual return | 14.57% | 23.12%-8.5pp | 35.95%-21.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,688 | $1,965-14.1% | $4,087-58.7% | $2,471-31.7% |
| Participant deferral / active EE | $4,187 | $3,779+10.8% | $5,632-25.7% | $3,740+12.0% |
| Admin fee / account holder | $6 | $4,513-99.9% | $9,500-99.9% | $5,306-99.9% |