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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $163,279 |
PLANTE & MORAN, PLLC5 years Service code 15 · EIN 38-1357951 | Recordkeeping | $7,200 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $97,609 | $130,141-25.0% | $86,677+12.6% | $77,904+25.3% |
| Participation rate | 58.6% | 85.9%-27.3pp | 76.6%-17.9pp | 73.7%-15.0pp |
| Annual return | -17.32% | -12.75%-4.6pp | 35.91%-53.2pp | 12.21%-29.5pp |
| Employer contribution / active EE | $2,956 | $3,220-8.2% | $2,836+4.2% | $2,848+3.8% |
| Participant deferral / active EE | $3,383 | $5,757-41.3% | $4,656-27.3% | $4,806-29.6% |
| Admin fee / account holder | $102 | $132-22.5% | $7,493-98.6% | $133-22.9% |