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 |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $18,651 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,624 |
ADP BROKER-DEALER5+ 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 | $45,604 | $71,964-36.6% | $167,512-72.8% | $85,563-46.7% |
| Participation rate | 51.4% | 61.0%-9.6pp | 77.1%-25.7pp | 66.0%-14.6pp |
| Annual return | 19.90% | 18.83%+1.1pp | 1615.79%-1595.9pp | 31.51%-11.6pp |
| Employer contribution / active EE | $1,906 | $1,875+1.6% | $3,882-50.9% | $2,654-28.2% |
| Participant deferral / active EE | $3,990 | $4,110-2.9% | $6,405-37.7% | $4,375-8.8% |
| Admin fee / account holder | $127 | $815-84.4% | $9,769-98.7% | $834-84.7% |