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 | $22,376 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,819 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,561 | $82,978+20.0% | $129,995-23.4% | $71,457+39.3% |
| Participation rate | 32.8% | 74.1%-41.3pp | 78.5%-45.7pp | 67.9%-35.1pp |
| Annual return | 15.52% | 20.60%-5.1pp | -137.18%+152.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,097 | $2,622-58.2% | $4,320-74.6% | $2,588-57.6% |
| Participant deferral / active EE | $2,416 | $4,432-45.5% | $5,820-58.5% | $4,289-43.7% |
| Admin fee / account holder | $238 | $1,729-86.3% | $10,614-97.8% | $1,587-85.0% |