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 4-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 47-4456694 | Recordkeeping | $30,719 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,869 | $88,581+50.0% | $145,661-8.8% | $74,304+78.8% |
| Participation rate | 57.1% | 64.9%-7.8pp | 77.2%-20.1pp | 60.3%-3.2pp |
| Annual return | 13.58% | 34.30%-20.7pp | 101.46%-87.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,164 | $2,612-55.5% | $4,238-72.5% | $2,241-48.1% |
| Participant deferral / active EE | $4,512 | $4,151+8.7% | $7,198-37.3% | $3,767+19.8% |
| Admin fee / account holder | $558 | $2,953-81.1% | $12,466-95.5% | $2,969-81.2% |