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 | $13,413 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,410 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $30,169 | $42,894-29.7% | $60,874-50.4% | $68,494-56.0% |
| Participation rate | 63.2% | 66.8%-3.6pp | 73.1%-10.0pp | 67.9%-4.7pp |
| Annual return | -17.34% | -13.98%-3.4pp | 16.90%-34.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,550 | $1,978-21.6% | $2,701-42.6% | $2,596-40.3% |
| Participant deferral / active EE | $4,421 | $2,867+54.2% | $3,817+15.8% | $4,027+9.8% |
| Admin fee / account holder | $161 | $3,101-94.8% | $3,224-95.0% | $5,403-97.0% |