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 |
|---|---|---|
Service code 15 · EIN 26-4016866 | Recordkeeping | $10,690 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,466 |
ADP BROKER-DEALER5+ 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.
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 | $51,928 | $38,365+35.4% | $84,611-38.6% | $65,185-20.3% |
| Participation rate | 49.1% | 55.7%-6.6pp | 68.2%-19.2pp | 70.2%-21.1pp |
| Annual return | 23.60% | 32.00%-8.4pp | 258.74%-235.1pp | 29.38%-5.8pp |
| Employer contribution / active EE | $147 | $1,258-88.3% | $2,652-94.4% | $2,177-93.2% |
| Participant deferral / active EE | $2,019 | $2,278-11.4% | $3,899-48.2% | $3,514-42.5% |
| Admin fee / account holder | $95 | $451-79.0% | $4,912-98.1% | $847-88.8% |