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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $140,336 |
ADP BROKER-DEALER10+ 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 | $47,182 | $2,679,533-98.2% | $164,813-71.4% | $199,593-76.4% |
| Participation rate | 50.3% | 78.3%-28.0pp | 78.6%-28.3pp | 72.0%-21.6pp |
| Annual return | 16.36% | 17.93%-1.6pp | 69.93%-53.6pp | 34.25%-17.9pp |
| Employer contribution / active EE | $1,295 | $2,970-56.4% | $4,341-70.2% | $3,034-57.3% |
| Participant deferral / active EE | $2,486 | $5,010-50.4% | $6,031-58.8% | $5,087-51.1% |
| Admin fee / account holder | $154 | $1,982-92.2% | $12,690-98.8% | $269-42.8% |