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 | $251 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,208 | $54,229+66.3% | $70,092+28.7% | $68,494+31.7% |
| Participation rate | 55.8% | 64.5%-8.6pp | 70.5%-14.6pp | 67.9%-12.0pp |
| Annual return | -17.82% | -13.87%-4.0pp | 190.73%-208.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,472 | $2,956+51.3% | $3,849+16.2% | $4,027+11.1% |
| Admin fee / account holder | $4 | $4,694-99.9% | $6,267-99.9% | $5,403-99.9% |