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 | $4,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,283 | $71,516+3.9% | $98,439-24.5% | $71,457+4.0% |
| Participation rate | 51.0% | 72.7%-21.7pp | 75.2%-24.2pp | 67.9%-16.9pp |
| Annual return | 16.61% | 32.41%-15.8pp | 21.16%-4.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,574 | $2,399-34.4% | $3,048-48.4% | $2,588-39.2% |
| Participant deferral / active EE | $3,450 | $4,109-16.0% | $4,738-27.2% | $4,289-19.6% |
| Admin fee / account holder | $327 | $1,675-80.5% | $8,948-96.3% | $1,587-79.4% |