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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $49,093 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,550 |
ADP BROKER-DEALER3 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.
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 | $56,513 | $82,202-31.3% | $125,339-54.9% | $64,808-12.8% |
| Participation rate | 59.4% | 77.9%-18.4pp | 82.4%-22.9pp | 71.5%-12.0pp |
| Annual return | 1.32% | 3.48%-2.2pp | 572.05%-570.7pp | 32.82%-31.5pp |
| Employer contribution / active EE | $1,863 | $3,615-48.5% | $4,814-61.3% | $2,506-25.6% |
| Participant deferral / active EE | $5,485 | $7,175-23.6% | $7,446-26.3% | $4,310+27.3% |
| Admin fee / account holder | $151 | $163-7.3% | $10,010-98.5% | $188-19.4% |