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 | $49,923 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,628 | $62,624-47.9% | $177,989-81.7% | $77,643-58.0% |
| Participation rate | 50.5% | 66.8%-16.3pp | 77.1%-26.6pp | 70.6%-20.0pp |
| Annual return | 14.02% | 16.16%-2.1pp | 294.48%-280.5pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,404 | $1,909-26.5% | $3,949-64.5% | $2,726-48.5% |
| Participant deferral / active EE | $2,704 | $4,219-35.9% | $6,276-56.9% | $4,647-41.8% |
| Admin fee / account holder | $59 | $386-84.7% | $10,363-99.4% | $430-86.3% |