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 | $10,517 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $9,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,589 | $58,879-14.1% | $178,490-71.7% | $73,488-31.2% |
| Participation rate | 51.1% | 66.2%-15.2pp | 81.9%-30.9pp | 70.7%-19.6pp |
| Annual return | 16.82% | 24.86%-8.0pp | 151.07%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $265 | $2,236-88.2% | $5,011-94.7% | $2,270-88.3% |
| Participant deferral / active EE | $1,952 | $2,567-24.0% | $5,202-62.5% | $3,740-47.8% |
| Admin fee / account holder | $162 | $400-59.6% | $13,984-98.8% | $513-68.5% |