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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,650 |
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 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 | $32,395 | $39,819-18.6% | $67,834-52.2% | $57,658-43.8% |
| Participation rate | 59.9% | 61.2%-1.3pp | 68.8%-8.9pp | 70.2%-10.3pp |
| Annual return | 11.02% | 9.19%+1.8pp | 138.47%-127.5pp | 5.13%+5.9pp |
| Employer contribution / active EE | $733 | $1,277-42.6% | $2,403-69.5% | $1,974-62.9% |
| Participant deferral / active EE | $3,168 | $2,209+43.4% | $3,160+0.3% | $3,061+3.5% |
| Admin fee / account holder | $7 | $84-92.1% | $4,622-99.9% | $95-93.0% |