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 | $10,503 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,339 |
ADP BROKER-DEALER5 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,125 | $49,451-24.9% | $79,550-53.3% | $66,914-44.5% |
| Participation rate | 40.5% | 61.3%-20.8pp | 69.5%-28.9pp | 69.8%-29.3pp |
| Annual return | -14.95% | 84.25%-99.2pp | 0.16%-15.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $39 | $1,266-96.9% | $2,413-98.4% | $2,544-98.5% |
| Participant deferral / active EE | $2,737 | $3,159-13.3% | $3,985-31.3% | $4,237-35.4% |
| Admin fee / account holder | $115 | $595-80.7% | $6,832-98.3% | $593-80.7% |