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 | $20,096 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,571 |
ADP BROKER-DEALER10+ 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 | $65,492 | $55,415+18.2% | $155,509-57.9% | $74,495-12.1% |
| Participation rate | 51.2% | 61.9%-10.7pp | 78.2%-27.0pp | 67.2%-16.0pp |
| Annual return | 11.20% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $311 | $2,267-86.3% | $4,672-93.4% | $2,623-88.2% |
| Participant deferral / active EE | $2,755 | $2,836-2.9% | $5,626-51.0% | $4,346-36.6% |
| Admin fee / account holder | $259 | $1,738-85.1% | $15,912-98.4% | $1,942-86.6% |