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 | $55,605 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,613 |
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 | $33,733 | $71,964-53.1% | $167,512-79.9% | $85,563-60.6% |
| Participation rate | 49.0% | 61.0%-11.9pp | 77.1%-28.0pp | 66.0%-16.9pp |
| Annual return | 16.56% | 18.83%-2.3pp | 1615.79%-1599.2pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,169 | $1,875-37.7% | $3,882-69.9% | $2,654-56.0% |
| Participant deferral / active EE | $2,180 | $4,110-47.0% | $6,405-66.0% | $4,375-50.2% |
| Admin fee / account holder | $70 | $815-91.4% | $9,769-99.3% | $834-91.6% |