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 13-5674085 | Recordkeeping | $47,961 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,909 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,576 | $66,528-12.0% | $86,874-32.6% | $86,799-32.5% |
| Participation rate | 62.2% | 72.4%-10.2pp | 71.6%-9.4pp | 72.3%-10.1pp |
| Annual return | 16.21% | 19.56%-3.3pp | 63.52%-47.3pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,581 | $2,007-21.2% | $2,495-36.7% | $2,405-34.3% |
| Participant deferral / active EE | $2,888 | $3,240-10.9% | $3,699-21.9% | $4,131-30.1% |
| Admin fee / account holder | $341 | $148+130.5% | $5,828-94.1% | $170+101.4% |