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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,152 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $38,263 |
ADP BROKER-DEALER6+ 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.
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 | $61,281 | $100,801-39.2% | $149,696-59.1% | $73,409-16.5% |
| Participation rate | 69.3% | 77.7%-8.3pp | 82.5%-13.1pp | 72.2%-2.8pp |
| Annual return | 19.63% | 265.34%-245.7pp | 276.60%-257.0pp | 59.29%-39.7pp |
| Employer contribution / active EE | $3,879 | $3,312+17.1% | $4,644-16.5% | $2,234+73.7% |
| Participant deferral / active EE | $10,132 | $6,404+58.2% | $6,842+48.1% | $3,805+166.2% |
| Admin fee / account holder | $253 | $181+39.8% | $9,309-97.3% | $158+60.1% |