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 92-2678185 | Recordkeeping | $112,640 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,641 | $122,693-50.6% | $184,203-67.1% | $199,593-69.6% |
| Participation rate | 66.1% | 86.8%-20.7pp | 86.8%-20.7pp | 72.0%-5.9pp |
| Annual return | 17.85% | 143.91%-126.1pp | 28.81%-11.0pp | 34.25%-16.4pp |
| Employer contribution / active EE | $2,030 | $4,584-55.7% | $6,427-68.4% | $3,034-33.1% |
| Participant deferral / active EE | $5,724 | $7,990-28.4% | $9,131-37.3% | $5,087+12.5% |
| Admin fee / account holder | $132 | $121+9.5% | $13,901-99.1% | $269-50.9% |