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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $290 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,108 | $54,350+16.1% | $82,719-23.7% | $68,494-7.9% |
| Participation rate | 68.5% | 63.9%+4.6pp | 72.6%-4.1pp | 67.9%+0.6pp |
| Annual return | -16.06% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,305 | $2,218+3.9% | $3,009-23.4% | $2,596-11.2% |
| Participant deferral / active EE | $6,018 | $3,246+85.4% | $4,395+36.9% | $4,027+49.4% |
| Admin fee / account holder | $13 | $4,395-99.7% | $5,329-99.8% | $5,403-99.8% |