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 | $66,444-29.9% | $120,225-61.3% | $79,634-41.5% |
| Participation rate | 21.9% | 42.8%-20.9pp | 69.6%-47.7pp | 62.5%-40.6pp |
| Annual return | 15.53% | 53.37%-37.8pp | 439.23%-423.7pp | 36.46%-20.9pp |
| Employer contribution / active EE | $105 | $1,860-94.4% | $3,475-97.0% | $2,529-95.9% |
| Participant deferral / active EE | $1,156 | $2,798-58.7% | $3,999-71.1% | $3,835-69.9% |
| Admin fee / account holder | $179 | $1,295-86.2% | $5,696-96.9% | $1,002-82.2% |