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 | $27,020 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,507 |
ADP BROKER-DEALER8+ 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 | $86,973 | $37,393+132.6% | $77,024+12.9% | $66,914+30.0% |
| Participation rate | 43.3% | 52.9%-9.6pp | 67.9%-24.6pp | 69.8%-26.5pp |
| Annual return | -13.81% | -3.29%-10.5pp | 42.32%-56.1pp | 1.58%-15.4pp |
| Employer contribution / active EE | $153 | $1,531-90.0% | $2,812-94.6% | $2,544-94.0% |
| Participant deferral / active EE | $2,170 | $2,617-17.1% | $4,426-51.0% | $4,237-48.8% |
| Admin fee / account holder | $259 | $567-54.4% | $5,425-95.2% | $593-56.4% |