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 | $23,034 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,399 |
ADP BROKER-DEALER3 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.
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 | $49,320 | $51,045-3.4% | $70,515-30.1% | $71,457-31.0% |
| Participation rate | 63.5% | 59.4%+4.1pp | 68.3%-4.8pp | 67.9%-4.4pp |
| Annual return | 19.77% | 42.63%-22.9pp | 32.77%-13.0pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,258 | $1,790-29.7% | $2,973-57.7% | $2,588-51.4% |
| Participant deferral / active EE | $3,743 | $3,026+23.7% | $4,567-18.0% | $4,289-12.7% |
| Admin fee / account holder | $118 | $1,994-94.1% | $6,412-98.2% | $1,587-92.6% |