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 6-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,225 | $27,641-30.4% | $61,373-68.7% | $68,494-71.9% |
| Participation rate | 17.9% | 39.5%-21.5pp | 52.6%-34.6pp | 67.9%-49.9pp |
| Annual return | -17.01% | -13.24%-3.8pp | 338.61%-355.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $441 | $695-36.6% | $1,159-61.9% | $2,596-83.0% |
| Participant deferral / active EE | $1,647 | $1,263+30.4% | $2,125-22.5% | $4,027-59.1% |
| Admin fee / account holder | $155 | $2,010-92.3% | $2,130-92.7% | $5,403-97.1% |