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 9-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,835 | $49,451-33.6% | $79,550-58.7% | $66,914-50.9% |
| Participation rate | 45.0% | 61.3%-16.4pp | 69.5%-24.5pp | 69.8%-24.8pp |
| Annual return | -17.29% | 84.25%-101.5pp | 0.16%-17.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,247 | $1,266-1.4% | $2,413-48.3% | $2,544-51.0% |
| Participant deferral / active EE | $3,213 | $3,159+1.7% | $3,985-19.4% | $4,237-24.2% |
| Admin fee / account holder | $87 | $595-85.3% | $6,832-98.7% | $593-85.3% |