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 | $16,513 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,998 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $53,427 | $65,061-17.9% | $143,757-62.8% | $66,914-20.2% |
| Participation rate | 53.5% | 65.2%-11.7pp | 80.3%-26.8pp | 69.8%-16.3pp |
| Annual return | -14.19% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $286 | $2,361-87.9% | $4,951-94.2% | $2,544-88.7% |
| Participant deferral / active EE | $2,482 | $2,919-15.0% | $5,637-56.0% | $4,237-41.4% |
| Admin fee / account holder | $227 | $502-54.7% | $14,673-98.5% | $593-61.7% |