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 |
|---|---|---|
SRPC, INC3 years Service code 15 · EIN 81-2204426 | Recordkeeping | $31,776 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,026 |
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.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,935 | $106,028-64.2% | $146,958-74.2% | $77,643-51.1% |
| Participation rate | 46.5% | 78.4%-31.8pp | 82.2%-35.6pp | 70.6%-24.0pp |
| Annual return | 18.87% | 56.73%-37.9pp | 418.34%-399.5pp | 31.24%-12.4pp |
| Employer contribution / active EE | $832 | $4,063-79.5% | $4,933-83.1% | $2,726-69.5% |
| Participant deferral / active EE | $3,624 | $7,990-54.6% | $8,070-55.1% | $4,647-22.0% |
| Admin fee / account holder | $47 | $337-86.2% | $12,998-99.6% | $430-89.2% |