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 | $14,687 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,254 |
ADP BROKER-DEALER3 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,820 | $41,078-44.4% | $80,569-71.7% | $71,457-68.1% |
| Participation rate | 35.4% | 50.2%-14.8pp | 67.0%-31.6pp | 67.9%-32.5pp |
| Annual return | 10.91% | 38.45%-27.5pp | 935.43%-924.5pp | 28.85%-17.9pp |
| Employer contribution / active EE | $883 | $1,506-41.4% | $2,723-67.6% | $2,588-65.9% |
| Participant deferral / active EE | $1,691 | $2,699-37.4% | $4,447-62.0% | $4,289-60.6% |
| Admin fee / account holder | $177 | $1,840-90.4% | $5,377-96.7% | $1,587-88.8% |