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 | $6,977 |
ADP BROKER-DEALER6 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.
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 | $64,308 | $73,004-11.9% | $90,749-29.1% | $68,494-6.1% |
| Participation rate | 37.9% | 70.8%-32.9pp | 75.7%-37.8pp | 67.9%-30.0pp |
| Annual return | -15.96% | -13.81%-2.1pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,190 | $3,627-39.6% | $4,564-52.0% | $4,027-45.6% |
| Admin fee / account holder | $159 | $5,896-97.3% | $8,445-98.1% | $5,403-97.1% |