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 | $4,580 |
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.
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 | $74,630 | $86,897-14.1% | $151,611-50.8% | $64,808+15.2% |
| Participation rate | 54.5% | 87.3%-32.8pp | 87.5%-33.0pp | 71.5%-17.0pp |
| Annual return | -12.98% | -3.57%-9.4pp | 3.33%-16.3pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,649 | $4,010-58.9% | $6,166-73.3% | $2,506-34.2% |
| Participant deferral / active EE | $3,590 | $6,690-46.3% | $8,363-57.1% | $4,310-16.7% |
| Admin fee / account holder | $22 | $153-85.7% | $11,616-99.8% | $188-88.3% |