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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,430 | $77,660-8.0% | $109,143-34.6% | $79,386-10.0% |
| Participation rate | 67.4% | 67.8%-0.4pp | 75.9%-8.5pp | 70.7%-3.3pp |
| Annual return | 17.67% | 23.44%-5.8pp | 25.75%-8.1pp | 116.85%-99.2pp |
| Employer contribution / active EE | $3,445 | $2,797+23.1% | $3,722-7.4% | $2,427+41.9% |
| Participant deferral / active EE | $5,875 | $3,518+67.0% | $4,653+26.3% | $4,046+45.2% |
| Admin fee / account holder | $20 | $732-97.3% | $6,752-99.7% | $626-96.8% |