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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,167 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $9,228 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,327 | $50,199-67.5% | $70,092-76.7% | $66,914-75.6% |
| Participation rate | 84.1% | 66.3%+17.7pp | 70.5%+13.6pp | 69.8%+14.3pp |
| Annual return | -13.87% | -13.85%0pp | 190.73%-204.6pp | 1.58%-15.4pp |
| Employer contribution / active EE | $617 | $1,864-66.9% | $2,559-75.9% | $2,544-75.7% |
| Participant deferral / active EE | $1,841 | $3,112-40.8% | $3,849-52.2% | $4,237-56.5% |
| Admin fee / account holder | $175 | $600-70.7% | $6,267-97.2% | $593-70.4% |