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 | $6,470 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,808 | $100,227+0.6% | $169,993-40.7% | $74,419+35.5% |
| Participation rate | 54.3% | 87.3%-33.0pp | 87.0%-32.7pp | 70.7%-16.4pp |
| Annual return | 19.45% | 66.08%-46.6pp | 53.37%-33.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,858 | $4,263-56.4% | $6,785-72.6% | $2,637-29.5% |
| Participant deferral / active EE | $4,136 | $7,143-42.1% | $10,408-60.3% | $4,528-8.7% |
| Admin fee / account holder | $35 | $234-84.9% | $12,815-99.7% | $348-89.8% |