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 | $111,269 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,781 | $160,882-55.4% | $200,582-64.2% | $102,872-30.2% |
| Participation rate | 62.8% | 91.2%-28.4pp | 86.9%-24.1pp | 73.0%-10.2pp |
| Annual return | 20.64% | 18.15%+2.5pp | 42.33%-21.7pp | 19.06%+1.6pp |
| Employer contribution / active EE | $2,143 | $5,602-61.8% | $6,419-66.6% | $3,526-39.2% |
| Participant deferral / active EE | $5,883 | $9,300-36.7% | $9,331-37.0% | $5,535+6.3% |
| Admin fee / account holder | $121 | $125-3.2% | $16,305-99.3% | $292-58.7% |