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 | $30,628 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,788 |
ADP BROKER-DEALER10+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,811 | $44,960+179.8% | $84,966+48.1% | $74,495+68.9% |
| Participation rate | 46.5% | 49.4%-2.8pp | 67.5%-21.0pp | 67.2%-20.7pp |
| Annual return | 15.54% | 26.24%-10.7pp | 66.38%-50.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $163 | $1,457-88.8% | $2,727-94.0% | $2,623-93.8% |
| Participant deferral / active EE | $2,620 | $2,731-4.0% | $4,519-42.0% | $4,346-39.7% |
| Admin fee / account holder | $341 | $2,209-84.6% | $6,149-94.5% | $1,942-82.4% |