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 | $37,890 |
LPL FINANCIAL5 years Service code 15 · EIN 04-3046611 | Recordkeeping | $26,731 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,871 | $54,193+23.4% | $93,606-28.6% | $77,643-13.9% |
| Participation rate | 32.2% | 63.9%-31.8pp | 68.7%-36.5pp | 70.6%-38.4pp |
| Annual return | 14.56% | 30.54%-16.0pp | 133.20%-118.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $211 | $1,168-81.9% | $2,420-91.3% | $2,726-92.3% |
| Participant deferral / active EE | $1,472 | $3,144-53.2% | $4,411-66.6% | $4,647-68.3% |
| Admin fee / account holder | $270 | $576-53.0% | $8,285-96.7% | $430-37.2% |