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 | $26,011 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,624 |
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.
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 | $106,240 | $41,078+158.6% | $80,569+31.9% | $71,457+48.7% |
| Participation rate | 43.7% | 50.2%-6.6pp | 67.0%-23.3pp | 67.9%-24.3pp |
| Annual return | 17.85% | 38.45%-20.6pp | 935.43%-917.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $149 | $1,506-90.1% | $2,723-94.5% | $2,588-94.2% |
| Participant deferral / active EE | $2,210 | $2,699-18.1% | $4,447-50.3% | $4,289-48.5% |
| Admin fee / account holder | $253 | $1,840-86.2% | $5,377-95.3% | $1,587-84.0% |