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 | $3,671 |
ADP BROKER-DEALER2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,823 | $48,471-22.0% | $182,532-79.3% | $67,579-44.0% |
| Participation rate | 65.9% | 67.2%-1.3pp | 78.0%-12.1pp | 71.3%-5.4pp |
| Annual return | 24.41% | 31.08%-6.7pp | 148.54%-124.1pp | 378.56%-354.1pp |
| Employer contribution / active EE | $24 | $1,461-98.4% | $4,076-99.4% | $2,148-98.9% |
| Participant deferral / active EE | $2,321 | $3,324-30.2% | $5,524-58.0% | $3,539-34.4% |
| Admin fee / account holder | $9 | $151-94.0% | $8,592-99.9% | $142-93.6% |