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 | $93,715 |
ADP BROKER-DEALER7+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,104 | $91,746-48.7% | $146,665-67.9% | $93,030-49.4% |
| Participation rate | 50.9% | 80.9%-30.0pp | 80.1%-29.1pp | 73.9%-23.0pp |
| Annual return | 20.49% | 18.28%+2.2pp | 22.74%-2.3pp | 158.70%-138.2pp |
| Employer contribution / active EE | $1,133 | $2,815-59.8% | $4,136-72.6% | $2,706-58.1% |
| Participant deferral / active EE | $2,054 | $4,589-55.2% | $5,506-62.7% | $4,562-55.0% |
| Admin fee / account holder | $133 | $101+31.8% | $10,280-98.7% | $152-12.1% |