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 | $46,397 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,177 |
ADP BROKER-DEALER9+ 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 | $62,939 | $69,823-9.9% | $77,163-18.4% | $74,419-15.4% |
| Participation rate | 61.4% | 70.0%-8.6pp | 69.6%-8.2pp | 70.7%-9.3pp |
| Annual return | 19.70% | 19.98%-0.3pp | 37.87%-18.2pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,615 | $2,150-24.9% | $2,535-36.3% | $2,637-38.8% |
| Participant deferral / active EE | $3,103 | $3,558-12.8% | $3,833-19.1% | $4,528-31.5% |
| Admin fee / account holder | $347 | $398-12.8% | $5,472-93.7% | $348-0.4% |