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 | $41,800 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,187 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,045 | $88,890-60.6% | $102,423-65.8% | $77,643-54.9% |
| Participation rate | 45.9% | 80.9%-35.0pp | 76.5%-30.6pp | 70.6%-24.7pp |
| Annual return | 13.35% | 24.98%-11.6pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,060 | $2,698-60.7% | $3,023-64.9% | $2,726-61.1% |
| Participant deferral / active EE | $1,944 | $5,145-62.2% | $5,053-61.5% | $4,647-58.2% |
| Admin fee / account holder | $111 | $235-53.0% | $9,451-98.8% | $430-74.3% |