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 39-2018056 | Recordkeeping | $16,699 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,061 |
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 | $60,711 | $61,156-0.7% | $185,823-67.3% | $79,386-23.5% |
| Participation rate | 53.6% | 66.6%-13.0pp | 81.7%-28.1pp | 70.7%-17.1pp |
| Annual return | 13.21% | 19.45%-6.2pp | 122.05%-108.8pp | 116.85%-103.6pp |
| Employer contribution / active EE | $254 | $2,321-89.1% | $5,167-95.1% | $2,427-89.5% |
| Participant deferral / active EE | $2,236 | $2,789-19.8% | $5,568-59.8% | $4,046-44.7% |
| Admin fee / account holder | $229 | $710-67.7% | $16,237-98.6% | $626-63.4% |