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 15 · EIN 13-5674085 | Recordkeeping | $36,349 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $605 |
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.
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 | $109,793 | $71,142+54.3% | $119,609-8.2% | $64,808+69.4% |
| Participation rate | 48.3% | 78.6%-30.3pp | 79.3%-30.9pp | 71.5%-23.1pp |
| Annual return | -22.97% | -10.01%-13.0pp | -14.97%-8.0pp | 32.82%-55.8pp |
| Employer contribution / active EE | $1,000 | $2,497-60.0% | $4,232-76.4% | $2,506-60.1% |
| Participant deferral / active EE | $7,442 | $4,490+65.8% | $5,602+32.8% | $4,310+72.7% |
| Admin fee / account holder | $176 | $162+8.5% | $10,323-98.3% | $188-6.3% |