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 | $24,955 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,724 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,120 | $26,549+175.4% | $61,373+19.1% | $66,914+9.3% |
| Participation rate | 56.7% | 38.1%+18.6pp | 52.6%+4.2pp | 69.8%-13.1pp |
| Annual return | -17.31% | -16.21%-1.1pp | 338.61%-355.9pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,207 | $651+85.3% | $1,159+4.1% | $2,544-52.6% |
| Participant deferral / active EE | $2,955 | $1,338+120.8% | $2,125+39.0% | $4,237-30.3% |
| Admin fee / account holder | $315 | $409-22.9% | $2,130-85.2% | $593-46.9% |