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 | $35,638 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $29,151 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $53,812 | $82,202-34.5% | $125,339-57.1% | $64,808-17.0% |
| Participation rate | 61.0% | 77.9%-16.9pp | 82.4%-21.4pp | 71.5%-10.5pp |
| Annual return | -15.02% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,619 | $3,615-55.2% | $4,814-66.4% | $2,506-35.4% |
| Participant deferral / active EE | $6,829 | $7,175-4.8% | $7,446-8.3% | $4,310+58.4% |
| Admin fee / account holder | $285 | $163+74.8% | $10,010-97.1% | $188+52.0% |