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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,938 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 91 NORTH FRONT STE · KINGSTON, NY 12401 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,088 | $84,936-61.0% | $111,297-70.3% | $79,386-58.3% |
| Participation rate | 55.3% | 75.9%-20.6pp | 77.3%-22.0pp | 70.7%-15.4pp |
| Annual return | 13.77% | 17.45%-3.7pp | 54.65%-40.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $923 | $1,979-53.3% | $2,731-66.2% | $2,427-62.0% |
| Participant deferral / active EE | $3,159 | $3,888-18.7% | $4,487-29.6% | $4,046-21.9% |
| Admin fee / account holder | $72 | $537-86.7% | $7,964-99.1% | $626-88.6% |