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 5-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 | $61,203 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WORK PLAN RETIRE4 years Service code 49 1045 E ATLANTIC AVE ST 307 · DELRAY BEACH, FL 33483 | Other Services | $0 |
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 | $7,223 | $48,698-85.2% | $93,606-92.3% | $199,593-96.4% |
| Participation rate | 83.9% | 63.5%+20.4pp | 68.7%+15.2pp | 72.0%+11.9pp |
| Annual return | 13.63% | 15.34%-1.7pp | 133.20%-119.6pp | 34.25%-20.6pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $2,420-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,295 | $2,817-18.5% | $4,411-48.0% | $5,087-54.9% |
| Admin fee / account holder | $49 | $195-75.0% | $8,285-99.4% | $269-81.9% |