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 | $43,554 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,530 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,409 | $49,451+129.3% | $79,550+42.6% | $66,914+69.5% |
| Participation rate | 55.6% | 61.3%-5.7pp | 69.5%-13.9pp | 69.8%-14.2pp |
| Annual return | -15.32% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,438 | $1,266+13.6% | $2,413-40.4% | $2,544-43.5% |
| Participant deferral / active EE | $4,978 | $3,159+57.6% | $3,985+24.9% | $4,237+17.5% |
| Admin fee / account holder | $494 | $595-16.9% | $6,832-92.8% | $593-16.8% |