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 8-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 | $40,814 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,970 |
ADP BROKER-DEALER7 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.
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 | $23,295 | $48,698-52.2% | $93,606-75.1% | $199,593-88.3% |
| Participation rate | 35.5% | 63.5%-28.0pp | 68.7%-33.2pp | 72.0%-36.5pp |
| Annual return | 17.79% | 15.34%+2.5pp | 133.20%-115.4pp | 34.25%-16.5pp |
| Employer contribution / active EE | $922 | $1,135-18.8% | $2,420-61.9% | $3,034-69.6% |
| Participant deferral / active EE | $1,902 | $2,817-32.5% | $4,411-56.9% | $5,087-62.6% |
| Admin fee / account holder | $99 | $195-49.4% | $8,285-98.8% | $269-63.3% |