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 10-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 52 · EIN 13-5674085 | Indirect Investment Fees | $39,701 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,155 |
ADP BROKER-DEALER8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,142 | $59,805+57.4% | $79,550+18.3% | $68,494+37.4% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -13.73% | -12.30%-1.4pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,332 | $1,505-11.5% | $2,413-44.8% | $2,596-48.7% |
| Participant deferral / active EE | $5,108 | $3,024+68.9% | $3,985+28.2% | $4,027+26.8% |
| Admin fee / account holder | $22 | $4,835-99.6% | $6,832-99.7% | $5,403-99.6% |