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 | $19,491 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,298 |
ADP BROKER-DEALER5+ 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 | $26,967 | $91,372-70.5% | $129,995-79.3% | $74,419-63.8% |
| Participation rate | 94.9% | 77.8%+17.1pp | 78.5%+16.4pp | 70.7%+24.2pp |
| Annual return | 16.89% | 23.21%-6.3pp | -137.18%+154.1pp | 34.38%-17.5pp |
| Employer contribution / active EE | $598 | $2,563-76.7% | $4,320-86.2% | $2,637-77.3% |
| Participant deferral / active EE | $3,326 | $4,721-29.5% | $5,820-42.8% | $4,528-26.5% |
| Admin fee / account holder | $90 | $283-68.3% | $10,614-99.2% | $348-74.2% |