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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,195 |
ADP BROKER-DEALER6+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,757 | $73,638-6.6% | $95,952-28.3% | $73,488-6.4% |
| Participation rate | 61.7% | 76.2%-14.5pp | 77.1%-15.4pp | 70.7%-9.0pp |
| Annual return | 9.30% | 16.78%-7.5pp | 91.61%-82.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,296 | $1,863-30.5% | $2,541-49.0% | $2,270-42.9% |
| Participant deferral / active EE | $2,637 | $3,617-27.1% | $4,167-36.7% | $3,740-29.5% |
| Admin fee / account holder | $14 | $482-97.2% | $6,795-99.8% | $513-97.4% |