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-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,122 | $49,451+3.4% | $79,550-35.7% | $66,914-23.6% |
| Participation rate | 43.1% | 61.3%-18.3pp | 69.5%-26.4pp | 69.8%-26.7pp |
| Annual return | -15.04% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $387 | $1,266-69.4% | $2,413-84.0% | $2,544-84.8% |
| Participant deferral / active EE | $3,328 | $3,159+5.4% | $3,985-16.5% | $4,237-21.5% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |