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 | $16,867 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,225 |
ADP BROKER-DEALER2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,583 | $37,393-34.3% | $77,024-68.1% | $66,914-63.3% |
| Participation rate | 29.1% | 52.9%-23.8pp | 67.9%-38.8pp | 69.8%-40.7pp |
| Annual return | -8.68% | -3.29%-5.4pp | 42.32%-51.0pp | 1.58%-10.3pp |
| Employer contribution / active EE | $735 | $1,531-52.0% | $2,812-73.9% | $2,544-71.1% |
| Participant deferral / active EE | $1,553 | $2,617-40.7% | $4,426-64.9% | $4,237-63.3% |
| Admin fee / account holder | $177 | $567-68.8% | $5,425-96.7% | $593-70.2% |