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 | $13,632 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,171 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,459 | $59,417-5.0% | $93,606-39.7% | $74,495-24.2% |
| Participation rate | 38.7% | 59.7%-21.0pp | 68.7%-30.1pp | 67.2%-28.5pp |
| Annual return | 23.86% | 81.83%-58.0pp | 133.20%-109.3pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $9 | $1,264-99.3% | $2,420-99.6% | $2,623-99.7% |
| Participant deferral / active EE | $2,894 | $3,050-5.1% | $4,411-34.4% | $4,346-33.4% |
| Admin fee / account holder | $144 | $3,021-95.2% | $8,285-98.3% | $1,942-92.6% |