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 | $4,412 |
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 | $82,915 | $111,491-25.6% | $189,513-56.2% | $86,799-4.5% |
| Participation rate | 52.7% | 87.3%-34.7pp | 87.8%-35.2pp | 72.3%-19.6pp |
| Annual return | 19.11% | 83.50%-64.4pp | 555.15%-536.0pp | 97.91%-78.8pp |
| Employer contribution / active EE | $1,524 | $3,951-61.4% | $6,162-75.3% | $2,405-36.6% |
| Participant deferral / active EE | $3,315 | $6,437-48.5% | $8,221-59.7% | $4,131-19.8% |
| Admin fee / account holder | $21 | $189-88.9% | $12,045-99.8% | $170-87.6% |