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 26-4016866 | Recordkeeping | $25,119 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,493 |
ADP BROKER-DEALER7+ 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.
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 | $98,287 | $79,694+23.3% | $96,139+2.2% | $79,386+23.8% |
| Participation rate | 49.2% | 54.0%-4.8pp | 68.4%-19.2pp | 70.7%-21.5pp |
| Annual return | 19.23% | 40.84%-21.6pp | 191.94%-172.7pp | 116.85%-97.6pp |
| Employer contribution / active EE | $168 | $1,443-88.4% | $2,797-94.0% | $2,427-93.1% |
| Participant deferral / active EE | $2,452 | $2,539-3.4% | $4,349-43.6% | $4,046-39.4% |
| Admin fee / account holder | $245 | $630-61.2% | $5,537-95.6% | $626-60.9% |