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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,104 |
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 | $46,781 | $56,152-16.7% | $185,823-74.8% | $73,409-36.3% |
| Participation rate | 62.6% | 67.6%-5.0pp | 78.0%-15.4pp | 72.2%-9.6pp |
| Annual return | 13.94% | 17.59%-3.6pp | 35.95%-22.0pp | 59.29%-45.4pp |
| Employer contribution / active EE | $664 | $1,532-56.7% | $4,087-83.8% | $2,234-70.3% |
| Participant deferral / active EE | $5,879 | $3,659+60.7% | $5,632+4.4% | $3,805+54.5% |
| Admin fee / account holder | $24 | $132-81.9% | $9,500-99.7% | $158-84.9% |