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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,393 |
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.
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 | $42,629 | $37,317+14.2% | $77,024-44.7% | $77,904-45.3% |
| Participation rate | 55.6% | 46.9%+8.7pp | 67.9%-12.3pp | 73.7%-18.1pp |
| Annual return | -14.01% | -5.88%-8.1pp | 42.32%-56.3pp | 12.21%-26.2pp |
| Employer contribution / active EE | $2,391 | $1,218+96.3% | $2,812-15.0% | $2,848-16.0% |
| Participant deferral / active EE | $6,889 | $2,564+168.7% | $4,426+55.6% | $4,806+43.4% |
| Admin fee / account holder | $23 | $126-81.5% | $5,425-99.6% | $133-82.5% |