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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,715 |
ADP BROKER-DEALER10+ 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.
Participant 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 | $74,190 | $106,028-30.0% | $146,958-49.5% | $77,643-4.4% |
| Participation rate | 28.0% | 78.4%-50.4pp | 82.2%-54.1pp | 70.6%-42.6pp |
| Annual return | 15.60% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,477 | $7,990-56.5% | $8,070-56.9% | $4,647-25.2% |
| Admin fee / account holder | $13 | $337-96.1% | $12,998-99.9% | $430-97.0% |