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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,340 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,935 | $42,810-13.7% | $169,463-78.2% | $55,725-33.7% |
| Participation rate | 49.9% | 64.7%-14.9pp | 77.8%-27.9pp | 70.9%-21.0pp |
| Annual return | -4.96% | -3.61%-1.3pp | 1.83%-6.8pp | 244.93%-249.9pp |
| Employer contribution / active EE | $19 | $1,402-98.6% | $4,159-99.5% | $2,078-99.1% |
| Participant deferral / active EE | $1,862 | $3,141-40.7% | $5,277-64.7% | $3,356-44.5% |
| Admin fee / account holder | $7 | $106-93.8% | $9,109-99.9% | $115-94.3% |