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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $111,059 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,740 | $110,699-69.5% | $177,821-81.0% | $90,288-62.6% |
| Participation rate | 45.5% | 88.3%-42.9pp | 87.7%-42.2pp | 73.4%-27.9pp |
| Annual return | 23.24% | 22.79%+0.5pp | 48.32%-25.1pp | 53.97%-30.7pp |
| Employer contribution / active EE | $0 | $4,118-100.0% | $5,918-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $4,458 | $6,731-33.8% | $7,714-42.2% | $4,232+5.3% |
| Admin fee / account holder | $49 | $90-45.4% | $12,427-99.6% | $114-56.9% |