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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $9,342 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,008 |
ADP BROKER-DEALER7+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,031 | $65,435-37.3% | $86,677-52.7% | $66,914-38.7% |
| Participation rate | 49.1% | 75.5%-26.3pp | 76.6%-27.4pp | 69.8%-20.7pp |
| Annual return | -14.80% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,710 | $4,100-58.3% | $4,656-63.3% | $4,237-59.6% |
| Admin fee / account holder | $92 | $642-85.7% | $7,493-98.8% | $593-84.5% |