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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,226 |
Filed as: LUCAS, HORSFALL, MURPHY & PINDROH, Service code 15 · EIN 95-4659692 | Recordkeeping | $14,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,491 | $58,320+51.7% | $86,436+2.4% | $66,914+32.2% |
| Participation rate | 60.2% | 78.6%-18.4pp | 80.3%-20.1pp | 69.8%-9.6pp |
| Annual return | -14.35% | -9.71%-4.6pp | 4394.89%-4409.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,567 | $6,899-62.8% | $6,952-63.1% | $4,237-39.4% |
| Admin fee / account holder | $261 | $546-52.2% | $6,731-96.1% | $593-56.0% |