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 27-3619994 | Recordkeeping | $39,531 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,886 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $51,553 | $129,021-60.0% | $184,203-72.0% | $77,643-33.6% |
| Participation rate | 63.0% | 87.3%-24.3pp | 86.8%-23.8pp | 70.6%-7.5pp |
| Annual return | 13.99% | 33.27%-19.3pp | 28.81%-14.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,382 | $4,413-46.0% | $6,427-62.9% | $2,726-12.6% |
| Participant deferral / active EE | $5,160 | $7,297-29.3% | $9,131-43.5% | $4,647+11.0% |
| Admin fee / account holder | $259 | $254+2.0% | $13,901-98.1% | $430-39.8% |