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 | $29,725 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,869 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,793 | $73,867-10.9% | $143,757-54.2% | $68,494-3.9% |
| Participation rate | 65.3% | 66.7%-1.4pp | 80.3%-15.0pp | 67.9%-2.6pp |
| Annual return | -13.78% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $913 | $3,184-71.3% | $4,951-81.6% | $2,596-64.8% |
| Participant deferral / active EE | $3,724 | $3,384+10.0% | $5,637-33.9% | $4,027-7.5% |
| Admin fee / account holder | $153 | $5,755-97.3% | $14,673-99.0% | $5,403-97.2% |