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 | $1,750 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,069 | $82,202-52.5% | $125,339-68.8% | $64,808-39.7% |
| Participation rate | 29.9% | 77.9%-48.0pp | 82.4%-52.5pp | 71.5%-41.6pp |
| Annual return | -17.23% | 3.48%-20.7pp | 572.05%-589.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,829 | $7,175-46.6% | $7,446-48.6% | $4,310-11.2% |
| Admin fee / account holder | $10 | $163-93.6% | $10,010-99.9% | $188-94.5% |