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 | $77,157 |
Service code 15 · EIN 74-2847983 | Recordkeeping | $38,714 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $20,159 | $45,000-55.2% | $143,757-86.0% | $77,904-74.1% |
| Participation rate | 29.7% | 66.8%-37.1pp | 80.3%-50.6pp | 73.7%-44.0pp |
| Annual return | -12.44% | 29.03%-41.5pp | -0.04%-12.4pp | 12.21%-24.6pp |
| Employer contribution / active EE | $622 | $1,870-66.7% | $4,951-87.4% | $2,848-78.1% |
| Participant deferral / active EE | $1,652 | $3,157-47.7% | $5,637-70.7% | $4,806-65.6% |
| Admin fee / account holder | $181 | $98+83.9% | $14,673-98.8% | $133+36.6% |