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 |
|---|---|---|
Service code 15 · EIN 74-2847983 | Recordkeeping | $125,676 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $124,755 |
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 | $26,414 | $53,136-50.3% | $155,509-83.0% | $199,593-86.8% |
| Participation rate | 23.9% | 64.1%-40.1pp | 78.2%-54.3pp | 72.0%-48.0pp |
| Annual return | 15.67% | 41.15%-25.5pp | 64.67%-49.0pp | 34.25%-18.6pp |
| Employer contribution / active EE | $507 | $1,851-72.6% | $4,672-89.2% | $3,034-83.3% |
| Participant deferral / active EE | $1,402 | $3,161-55.6% | $5,626-75.1% | $5,087-72.4% |
| Admin fee / account holder | $262 | $185+41.4% | $15,912-98.4% | $269-2.5% |