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 | $48,178 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,594 |
ADP BROKER-DEALER8+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,285 | $56,503-12.8% | $70,092-29.7% | $64,808-24.0% |
| Participation rate | 60.7% | 70.5%-9.8pp | 70.5%-9.8pp | 71.5%-10.8pp |
| Annual return | -17.76% | -13.44%-4.3pp | 190.73%-208.5pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,541 | $2,046-24.7% | $2,559-39.8% | $2,506-38.5% |
| Participant deferral / active EE | $2,898 | $3,389-14.5% | $3,849-24.7% | $4,310-32.8% |
| Admin fee / account holder | $340 | $160+112.2% | $6,267-94.6% | $188+81.2% |