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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,585 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,142 | $49,177-81.4% | $79,464-88.5% | $64,186-85.8% |
| Participation rate | 93.5% | 65.0%+28.5pp | 73.3%+20.2pp | 69.6%+24.0pp |
| Annual return | -0.36% | -1.16%+0.8pp | 718.14%-718.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $1,607 | $2,076-22.6% | $2,800-42.6% | $2,381-32.5% |
| Participant deferral / active EE | $4,520 | $2,821+60.2% | $3,704+22.0% | $3,470+30.3% |
| Admin fee / account holder | $9 | $3,839-99.8% | $5,113-99.8% | $4,888-99.8% |