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 | $10,076 |
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.
Participant 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 | $64,522 | $91,372-29.4% | $129,995-50.4% | $74,419-13.3% |
| Participation rate | 45.4% | 77.8%-32.4pp | 78.5%-33.1pp | 70.7%-25.3pp |
| Annual return | 16.34% | 23.21%-6.9pp | -137.18%+153.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,259 | $2,563-50.9% | $4,320-70.9% | $2,637-52.3% |
| Participant deferral / active EE | $2,577 | $4,721-45.4% | $5,820-55.7% | $4,528-43.1% |
| Admin fee / account holder | $67 | $283-76.5% | $10,614-99.4% | $348-80.8% |