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 | $242,507 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,137 | $95,918-65.5% | $151,611-78.1% | $77,904-57.5% |
| Participation rate | 62.9% | 88.7%-25.9pp | 87.5%-24.6pp | 73.7%-10.8pp |
| Annual return | -13.91% | -5.50%-8.4pp | 3.33%-17.2pp | 12.21%-26.1pp |
| Employer contribution / active EE | $1,701 | $4,330-60.7% | $6,166-72.4% | $2,848-40.3% |
| Participant deferral / active EE | $5,731 | $7,508-23.7% | $8,363-31.5% | $4,806+19.3% |
| Admin fee / account holder | $82 | $93-11.9% | $11,616-99.3% | $133-38.0% |