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 | $15,659 |
Service code 15 · EIN 47-3611187 | Recordkeeping | $11,329 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,317 | $59,805-10.8% | $79,550-33.0% | $68,494-22.2% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.5%-5.8pp | 67.9%-4.3pp |
| Annual return | -18.22% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $720 | $1,505-52.1% | $2,413-70.1% | $2,596-72.3% |
| Participant deferral / active EE | $5,044 | $3,024+66.8% | $3,985+26.6% | $4,027+25.2% |
| Admin fee / account holder | $465 | $4,835-90.4% | $6,832-93.2% | $5,403-91.4% |