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 47-5476782 | Recordkeeping | $25,807 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,492 |
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 | $40,959 | $79,171-48.3% | $102,423-60.0% | $74,495-45.0% |
| Participation rate | 58.1% | 74.8%-16.7pp | 76.5%-18.4pp | 67.2%-9.1pp |
| Annual return | 12.40% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $946 | $2,362-59.9% | $3,023-68.7% | $2,623-63.9% |
| Participant deferral / active EE | $2,431 | $4,415-44.9% | $5,053-51.9% | $4,346-44.1% |
| Admin fee / account holder | $278 | $2,001-86.1% | $9,451-97.1% | $1,942-85.7% |