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 8-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 15 · EIN 13-5674085 | Recordkeeping | $5,525 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,239 |
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 | $26,243 | $22,683+15.7% | $61,373-57.2% | - |
| Participation rate | 28.3% | 38.0%-9.7pp | 52.6%-24.3pp | - |
| Annual return | -17.68% | -10.54%-7.1pp | 338.61%-356.3pp | - |
| Employer contribution / active EE | $319 | $484-34.2% | $1,159-72.5% | - |
| Participant deferral / active EE | $882 | $1,321-33.2% | $2,125-58.5% | - |
| Admin fee / account holder | $135 | $926-85.4% | $2,130-93.6% | - |