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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,088 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,847 | $45,031-75.9% | $85,009-87.2% | $77,671-86.0% |
| Participation rate | 51.3% | 48.7%+2.6pp | 67.5%-16.2pp | 70.6%-19.3pp |
| Annual return | 9.95% | 79.22%-69.3pp | 66.47%-56.5pp | 31.21%-21.3pp |
| Employer contribution / active EE | $489 | $1,609-69.6% | $2,728-82.1% | $2,726-82.1% |
| Participant deferral / active EE | $1,351 | $2,807-51.9% | $4,522-70.1% | $4,648-70.9% |
| Admin fee / account holder | $188 | $912-79.4% | $6,153-96.9% | $430-56.3% |