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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,260 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $9,618 |
ADP BROKER-DEALER2+ 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.
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 | $52,739 | $111,491-52.7% | $189,513-72.2% | $86,799-39.2% |
| Participation rate | 69.7% | 87.3%-17.6pp | 87.8%-18.1pp | 72.3%-2.6pp |
| Annual return | 18.34% | 83.50%-65.2pp | 555.15%-536.8pp | 97.91%-79.6pp |
| Employer contribution / active EE | $2,696 | $3,951-31.8% | $6,162-56.3% | $2,405+12.1% |
| Participant deferral / active EE | $5,241 | $6,437-18.6% | $8,221-36.2% | $4,131+26.9% |
| Admin fee / account holder | $150 | $189-20.3% | $12,045-98.8% | $170-11.3% |