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 86-3753384 | Recordkeeping | $16,450 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,171 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,948 | $86,655-60.8% | $119,609-71.6% | $66,914-49.3% |
| Participation rate | 55.6% | 75.6%-20.0pp | 79.3%-23.7pp | 69.8%-14.2pp |
| Annual return | -11.67% | -8.00%-3.7pp | -14.97%+3.3pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,752 | $2,536-30.9% | $4,232-58.6% | $2,544-31.1% |
| Participant deferral / active EE | $3,258 | $4,358-25.3% | $5,602-41.9% | $4,237-23.1% |
| Admin fee / account holder | $146 | $755-80.6% | $10,323-98.6% | $593-75.3% |