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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,078 |
Filed as: VOYA FINANCIAL PARTNERS, INC. Service code 15 · EIN 41-0945505 | Recordkeeping | $43,093 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $25,568 | $35,197-27.4% | $53,898-52.6% | $102,872-75.1% |
| Participation rate | 34.7% | 29.6%+5.2pp | 55.0%-20.2pp | 73.0%-38.3pp |
| Annual return | 18.65% | 17.55%+1.1pp | 528.60%-510.0pp | 19.06%-0.4pp |
| Employer contribution / active EE | $50 | $713-93.0% | $932-94.6% | $3,526-98.6% |
| Participant deferral / active EE | $1,397 | $1,333+4.9% | $1,826-23.5% | $5,535-74.8% |
| Admin fee / account holder | $113 | $834-86.5% | $2,491-95.5% | $292-61.5% |