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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $130,862 |
ADP BROKER-DEALER9+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,346 | $84,993-52.5% | $129,995-69.0% | $80,160-49.7% |
| Participation rate | 50.8% | 79.5%-28.7pp | 78.5%-27.7pp | 72.9%-22.1pp |
| Annual return | 17.89% | 23.76%-5.9pp | -137.18%+155.1pp | 40.38%-22.5pp |
| Employer contribution / active EE | $1,199 | $3,051-60.7% | $4,320-72.2% | $2,978-59.7% |
| Participant deferral / active EE | $2,197 | $4,984-55.9% | $5,820-62.3% | $5,017-56.2% |
| Admin fee / account holder | $154 | $391-60.6% | $10,614-98.5% | $145+6.4% |