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 | $67,191 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,453 |
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.
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 | $146,298 | $64,612+126.4% | $86,436+69.3% | $64,808+125.7% |
| Participation rate | 66.3% | 81.5%-15.1pp | 80.3%-14.0pp | 71.5%-5.1pp |
| Annual return | -12.17% | 0.66%-12.8pp | 4394.89%-4407.1pp | 32.82%-45.0pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,508 | $7,497-26.5% | $6,952-20.8% | $4,310+27.8% |
| Admin fee / account holder | $114 | $169-32.8% | $6,731-98.3% | $188-39.5% |