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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $627 |
ADP BROKER-DEALER8+ 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 | $57,211 | $69,010-17.1% | $159,960-64.2% | $68,494-16.5% |
| Participation rate | 45.2% | 65.4%-20.2pp | 78.0%-32.7pp | 67.9%-22.7pp |
| Annual return | -16.84% | -9.65%-7.2pp | 408.60%-425.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,077 | $2,213-6.2% | $4,226-50.9% | $2,596-20.0% |
| Participant deferral / active EE | $4,820 | $4,212+14.4% | $6,182-22.0% | $4,027+19.7% |
| Admin fee / account holder | $7 | $4,798-99.9% | $8,698-99.9% | $5,403-99.9% |