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 52 · EIN 13-5674085 | Indirect Investment Fees | $135,134 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,269 |
ADP BROKER-DEALER8+ 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.
Employer 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 | $40,539 | $39,973+1.4% | $79,550-49.0% | $77,904-48.0% |
| Participation rate | 40.3% | 64.6%-24.3pp | 69.5%-29.2pp | 73.7%-33.4pp |
| Annual return | -16.75% | 3.42%-20.2pp | 0.16%-16.9pp | 12.21%-29.0pp |
| Employer contribution / active EE | $223 | $1,088-79.5% | $2,413-90.7% | $2,848-92.2% |
| Participant deferral / active EE | $3,980 | $2,774+43.5% | $3,985-0.1% | $4,806-17.2% |
| Admin fee / account holder | $61 | $113-45.9% | $6,832-99.1% | $133-53.9% |