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 9-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,497 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.)
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 | $15,883 | $83,902-81.1% | $167,512-90.5% | $84,808-81.3% |
| Participation rate | 63.8% | 66.5%-2.6pp | 77.1%-13.2pp | 68.3%-4.5pp |
| Annual return | 16.28% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $970 | $2,264-57.2% | $3,882-75.0% | $2,631-63.1% |
| Participant deferral / active EE | $4,426 | $4,442-0.4% | $6,405-30.9% | $4,212+5.1% |
| Admin fee / account holder | $501 | $7,915-93.7% | $9,769-94.9% | $7,344-93.2% |