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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $880 |
ADP BROKER-DEALER5 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 | $70,923 | $73,004-2.9% | $90,749-21.8% | $68,494+3.5% |
| Participation rate | 55.6% | 70.8%-15.3pp | 75.7%-20.1pp | 67.9%-12.3pp |
| Annual return | -15.93% | -13.81%-2.1pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $814 | $2,193-62.9% | $2,921-72.1% | $2,596-68.6% |
| Participant deferral / active EE | $2,516 | $3,627-30.6% | $4,564-44.9% | $4,027-37.5% |
| Admin fee / account holder | $12 | $5,896-99.8% | $8,445-99.9% | $5,403-99.8% |