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 5-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,640 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $30,309 | $59,159-48.8% | $159,960-81.1% | $66,914-54.7% |
| Participation rate | 46.4% | 68.1%-21.7pp | 78.0%-31.5pp | 69.8%-23.4pp |
| Annual return | -17.64% | -12.26%-5.4pp | 408.60%-426.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,320 | $1,983+17.0% | $4,226-45.1% | $2,544-8.8% |
| Participant deferral / active EE | $4,773 | $4,395+8.6% | $6,182-22.8% | $4,237+12.6% |
| Admin fee / account holder | $16 | $591-97.3% | $8,698-99.8% | $593-97.3% |