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 6-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 | $19,228 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,014 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $18,032 | $71,142-74.7% | $119,609-84.9% | $64,808-72.2% |
| Participation rate | 96.1% | 78.6%+17.5pp | 79.3%+16.9pp | 71.5%+24.7pp |
| Annual return | -15.95% | -10.01%-5.9pp | -14.97%-1.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $608 | $2,497-75.7% | $4,232-85.6% | $2,506-75.7% |
| Participant deferral / active EE | $3,326 | $4,490-25.9% | $5,602-40.6% | $4,310-22.8% |
| Admin fee / account holder | $55 | $162-66.3% | $10,323-99.5% | $188-70.9% |