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 |
|---|---|---|
Service code 15 · EIN 27-0129226 | Recordkeeping | $36,313 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,919 |
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 | $23,186 | $50,458-54.0% | $159,960-85.5% | $64,808-64.2% |
| Participation rate | 51.4% | 68.0%-16.6pp | 78.0%-26.5pp | 71.5%-20.0pp |
| Annual return | -13.86% | -13.42%-0.4pp | 408.60%-422.5pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,193 | $1,722-30.7% | $4,226-71.8% | $2,506-52.4% |
| Participant deferral / active EE | $2,225 | $4,004-44.4% | $6,182-64.0% | $4,310-48.4% |
| Admin fee / account holder | $41 | $706-94.1% | $8,698-99.5% | $188-78.0% |