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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,944 |
ADP BROKER-DEALER7 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 | $37,074 | $47,126-21.3% | $149,673-75.2% | $74,419-50.2% |
| Participation rate | 27.3% | 63.4%-36.1pp | 78.8%-51.5pp | 70.7%-43.5pp |
| Annual return | 20.24% | 22.75%-2.5pp | 134.42%-114.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $502 | $1,905-73.6% | $4,818-89.6% | $2,637-81.0% |
| Participant deferral / active EE | $2,003 | $2,728-26.6% | $5,680-64.7% | $4,528-55.8% |
| Admin fee / account holder | $60 | $343-82.4% | $13,210-99.5% | $348-82.7% |