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 4-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,852 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,162 | $64,707-93.6% | $112,228-96.3% | $68,494-93.9% |
| Participation rate | 87.0% | 67.2%+19.9pp | 75.1%+12.0pp | 67.9%+19.1pp |
| Annual return | -15.96% | -11.40%-4.6pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $418 | $2,746-84.8% | $3,635-88.5% | $2,596-83.9% |
| Participant deferral / active EE | $2,440 | $3,565-31.6% | $4,728-48.4% | $4,027-39.4% |
| Admin fee / account holder | $109 | $5,232-97.9% | $6,410-98.3% | $5,403-98.0% |