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 | $41,385 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,410 |
ADP BROKER-DEALER9+ 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.
Employer contribution per participant 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 | $139,494 | $91,372+52.7% | $129,995+7.3% | $74,419+87.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 78.5%-28.5pp | 70.7%-20.7pp |
| Annual return | 20.59% | 23.21%-2.6pp | -137.18%+157.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $487 | $2,563-81.0% | $4,320-88.7% | $2,637-81.5% |
| Participant deferral / active EE | $8,006 | $4,721+69.6% | $5,820+37.6% | $4,528+76.8% |
| Admin fee / account holder | $187 | $283-33.9% | $10,614-98.2% | $348-46.1% |