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-DEALER3 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,667 |
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.
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 | $35,696 | $65,435-45.4% | $86,677-58.8% | $66,914-46.7% |
| Participation rate | 47.9% | 75.5%-27.6pp | 76.6%-28.7pp | 69.8%-21.9pp |
| Annual return | -17.85% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $456 | $2,153-78.8% | $2,836-83.9% | $2,544-82.1% |
| Participant deferral / active EE | $3,409 | $4,100-16.9% | $4,656-26.8% | $4,237-19.5% |
| Admin fee / account holder | $17 | $642-97.3% | $7,493-99.8% | $593-97.1% |