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 | $55,144 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,748 |
ADP BROKER-DEALER9 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 | $86,270 | $46,464+85.7% | $150,298-42.6% | $79,634+8.3% |
| Participation rate | 56.6% | 57.0%-0.4pp | 77.8%-21.2pp | 62.5%-5.9pp |
| Annual return | 15.87% | 27.89%-12.0pp | 62.79%-46.9pp | 36.46%-20.6pp |
| Employer contribution / active EE | $1,963 | $1,512+29.8% | $4,154-52.8% | $2,529-22.4% |
| Participant deferral / active EE | $4,075 | $2,157+88.9% | $5,453-25.3% | $3,835+6.3% |
| Admin fee / account holder | $138 | $891-84.5% | $14,116-99.0% | $1,002-86.2% |