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 13-5674085 | Recordkeeping | $31,323 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,255 |
ADP BROKER-DEALER9 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,433 | $59,402+21.9% | $93,654-22.7% | $74,546-2.8% |
| Participation rate | 57.5% | 59.7%-2.1pp | 68.7%-11.2pp | 67.2%-9.7pp |
| Annual return | 15.36% | 81.86%-66.5pp | 133.34%-118.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,194 | $1,265-5.6% | $2,421-50.7% | $2,624-54.5% |
| Participant deferral / active EE | $3,925 | $3,049+28.7% | $4,413-11.1% | $4,347-9.7% |
| Admin fee / account holder | $159 | $3,023-94.8% | $8,282-98.1% | $1,944-91.8% |