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 9-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 20-8764829 | Recordkeeping | $6,170 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,556 |
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 | $17,994 | $44,642-59.7% | $91,220-80.3% | $66,914-73.1% |
| Participation rate | 44.0% | 64.9%-20.9pp | 73.2%-29.2pp | 69.8%-25.8pp |
| Annual return | -6.27% | -12.29%+6.0pp | 114.01%-120.3pp | 1.58%-7.8pp |
| Employer contribution / active EE | $1,046 | $1,706-38.7% | $2,850-63.3% | $2,544-58.9% |
| Participant deferral / active EE | $2,295 | $3,349-31.5% | $4,234-45.8% | $4,237-45.8% |
| Admin fee / account holder | $159 | $521-69.4% | $5,420-97.1% | $593-73.1% |