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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,344 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: HERITAGE FINANCIAL CONSULTANTS Service code 49 307 INTERNATIONAL CIRCLE STE 390 · HUNT VALLEY, MD 21030 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,092 | $99,078-66.6% | $96,544-65.7% | $74,419-55.5% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.0%-29.7pp | 70.7%-24.5pp |
| Annual return | 19.48% | 22.48%-3.0pp | 25.84%-6.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $938 | $2,570-63.5% | $2,965-68.4% | $2,637-64.4% |
| Participant deferral / active EE | $2,612 | $4,933-47.1% | $4,851-46.2% | $4,528-42.3% |
| Admin fee / account holder | $32 | $225-85.6% | $8,252-99.6% | $348-90.7% |