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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,119 |
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 | $100,868 | $66,098+52.6% | $101,794-0.9% | $74,304+35.8% |
| Participation rate | 58.4% | 53.8%+4.7pp | 69.2%-10.7pp | 60.3%-1.9pp |
| Annual return | 18.69% | 19.59%-0.9pp | 30.53%-11.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $2,904 | $1,082+168.5% | $2,289+26.9% | $2,241+29.6% |
| Participant deferral / active EE | $5,676 | $2,781+104.1% | $4,084+39.0% | $3,767+50.7% |
| Admin fee / account holder | $195 | $4,146-95.3% | $8,777-97.8% | $2,969-93.4% |