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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,350 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $23,468 |
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.
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 | $46,582 | $65,241-28.6% | $126,539-63.2% | $85,563-45.6% |
| Participation rate | 21.9% | 48.6%-26.8pp | 69.8%-47.9pp | 66.0%-44.1pp |
| Annual return | 15.53% | 42.19%-26.7pp | 425.95%-410.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $105 | $1,937-94.6% | $3,674-97.1% | $2,654-96.0% |
| Participant deferral / active EE | $1,156 | $3,032-61.9% | $4,083-71.7% | $4,375-73.6% |
| Admin fee / account holder | $179 | $1,031-82.7% | $6,065-97.1% | $834-78.6% |