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 87-3523115 | Recordkeeping | $12,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,740 |
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 | $25,205 | $34,677-27.3% | $77,024-67.3% | $64,808-61.1% |
| Participation rate | 49.7% | 49.8%-0.2pp | 67.9%-18.3pp | 71.5%-21.8pp |
| Annual return | -13.71% | -5.33%-8.4pp | 42.32%-56.0pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,390 | $1,370+1.5% | $2,812-50.6% | $2,506-44.5% |
| Participant deferral / active EE | $2,599 | $2,556+1.7% | $4,426-41.3% | $4,310-39.7% |
| Admin fee / account holder | $55 | $179-69.0% | $5,425-99.0% | $188-70.5% |