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 | $49,618 |
ADP BROKER-DEALER3 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 | $72,840 | $62,132+17.2% | $185,823-60.8% | $73,488-0.9% |
| Participation rate | 67.2% | 67.8%-0.6pp | 78.0%-10.8pp | 70.7%-3.5pp |
| Annual return | 25.44% | 20.44%+5.0pp | 35.95%-10.5pp | 28.51%-3.1pp |
| Employer contribution / active EE | $16 | $1,681-99.0% | $4,087-99.6% | $2,270-99.3% |
| Participant deferral / active EE | $3,377 | $3,711-9.0% | $5,632-40.0% | $3,740-9.7% |
| Admin fee / account holder | $203 | $419-51.4% | $9,500-97.9% | $513-60.4% |