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 13-5674085 | Recordkeeping | $18,687 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,230 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,185 | $81,900-53.4% | $119,609-68.1% | $68,494-44.3% |
| Participation rate | 62.4% | 71.9%-9.5pp | 79.3%-16.9pp | 67.9%-5.5pp |
| Annual return | -12.70% | -23.82%+11.1pp | -14.97%+2.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,774 | $2,693-34.1% | $4,232-58.1% | $2,596-31.7% |
| Participant deferral / active EE | $4,555 | $4,148+9.8% | $5,602-18.7% | $4,027+13.1% |
| Admin fee / account holder | $197 | $6,582-97.0% | $10,323-98.1% | $5,403-96.4% |