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 | $41,806 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,825 |
ADP BROKER-DEALER2 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 | $52,130 | $63,442-17.8% | $68,791-24.2% | $66,914-22.1% |
| Participation rate | 53.3% | 60.0%-6.7pp | 69.0%-15.8pp | 69.8%-16.6pp |
| Annual return | -8.07% | -8.29%+0.2pp | -6.38%-1.7pp | 1.58%-9.7pp |
| Employer contribution / active EE | $1,094 | $1,775-38.4% | $2,655-58.8% | $2,544-57.0% |
| Participant deferral / active EE | $3,154 | $2,945+7.1% | $3,941-20.0% | $4,237-25.6% |
| Admin fee / account holder | $192 | $577-66.7% | $4,932-96.1% | $593-67.6% |