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 |
|---|---|---|
UNGER ROBERT9+ years Service code 15 PO BOX 161 · NEWTON SQUARE, PA 19073 | Recordkeeping | $19,480 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,945 | $71,516-12.0% | $98,439-36.1% | $71,457-11.9% |
| Participation rate | 68.3% | 72.7%-4.4pp | 75.2%-6.9pp | 67.9%+0.3pp |
| Annual return | 16.07% | 32.41%-16.3pp | 21.16%-5.1pp | 28.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,838 | $4,109-6.6% | $4,738-19.0% | $4,289-10.5% |
| Admin fee / account holder | $171 | $1,675-89.8% | $8,948-98.1% | $1,587-89.2% |