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 | $53,075 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,050 |
ADP BROKER-DEALER4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,256 | $95,274-25.2% | $135,903-47.6% | $74,419-4.3% |
| Participation rate | 60.9% | 78.2%-17.3pp | 81.9%-21.0pp | 70.7%-9.8pp |
| Annual return | 21.90% | 32.77%-10.9pp | 68.23%-46.3pp | 34.38%-12.5pp |
| Employer contribution / active EE | $2,754 | $3,874-28.9% | $4,856-43.3% | $2,637+4.4% |
| Participant deferral / active EE | $7,369 | $7,782-5.3% | $7,758-5.0% | $4,528+62.7% |
| Admin fee / account holder | $192 | $266-27.7% | $10,762-98.2% | $348-44.7% |