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 9-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 | $81,237 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $58,794 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $14,609 | $42,353-65.5% | $79,550-81.6% | $64,808-77.5% |
| Participation rate | 91.4% | 64.8%+26.6pp | 69.5%+21.9pp | 71.5%+19.9pp |
| Annual return | -15.02% | -12.24%-2.8pp | 0.16%-15.2pp | 32.82%-47.8pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,916 | $3,170+86.6% | $3,985+48.5% | $4,310+37.3% |
| Admin fee / account holder | $176 | $160+10.2% | $6,832-97.4% | $188-6.3% |