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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,045 |
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.
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 | $37,643 | $44,059-14.6% | $71,671-47.5% | $69,631-45.9% |
| Participation rate | 57.6% | 60.8%-3.2pp | 68.7%-11.2pp | 70.7%-13.1pp |
| Annual return | 17.69% | 21.97%-4.3pp | 20.65%-3.0pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $736 | $1,305-43.6% | $2,460-70.1% | $2,032-63.8% |
| Participant deferral / active EE | $3,460 | $2,370+46.0% | $3,438+0.6% | $3,224+7.3% |
| Admin fee / account holder | $8 | $108-93.0% | $5,558-99.9% | $110-93.1% |