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 | $7,392 |
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 | $106,619 | $129,021-17.4% | $184,203-42.1% | $77,643+37.3% |
| Participation rate | 56.2% | 87.3%-31.1pp | 86.8%-30.6pp | 70.6%-14.4pp |
| Annual return | 15.72% | 33.27%-17.6pp | 28.81%-13.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,794 | $4,413-59.3% | $6,427-72.1% | $2,726-34.2% |
| Participant deferral / active EE | $3,895 | $7,297-46.6% | $9,131-57.3% | $4,647-16.2% |
| Admin fee / account holder | $39 | $254-84.5% | $13,901-99.7% | $430-90.9% |