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 | $17,142 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,235 |
ADP BROKER-DEALER9+ 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 | $62,685 | $61,272+2.3% | $149,673-58.1% | $71,457-12.3% |
| Participation rate | 53.0% | 62.5%-9.5pp | 78.8%-25.8pp | 67.9%-14.9pp |
| Annual return | 14.20% | 35.85%-21.7pp | 134.42%-120.2pp | 28.85%-14.7pp |
| Employer contribution / active EE | $299 | $2,378-87.4% | $4,818-93.8% | $2,588-88.5% |
| Participant deferral / active EE | $2,671 | $2,917-8.4% | $5,680-53.0% | $4,289-37.7% |
| Admin fee / account holder | $231 | $1,261-81.7% | $13,210-98.3% | $1,587-85.5% |