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 6-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,630 |
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 | $41,937 | $54,517-23.1% | $75,972-44.8% | $74,495-43.7% |
| Participation rate | 26.8% | 60.3%-33.5pp | 69.1%-42.2pp | 67.2%-40.4pp |
| Annual return | 9.36% | 31.82%-22.5pp | 359.55%-350.2pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $461 | $1,777-74.0% | $2,685-82.8% | $2,623-82.4% |
| Participant deferral / active EE | $968 | $3,066-68.4% | $4,255-77.3% | $4,346-77.7% |
| Admin fee / account holder | $29 | $2,229-98.7% | $6,467-99.5% | $1,942-98.5% |