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 13-5674085 | Recordkeeping | $21,147 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,381 |
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.
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 | $62,976 | $58,879+7.0% | $178,490-64.7% | $73,488-14.3% |
| Participation rate | 49.3% | 66.2%-16.9pp | 81.9%-32.6pp | 70.7%-21.4pp |
| Annual return | 14.44% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $191 | $2,236-91.5% | $5,011-96.2% | $2,270-91.6% |
| Participant deferral / active EE | $2,035 | $2,567-20.8% | $5,202-60.9% | $3,740-45.6% |
| Admin fee / account holder | $153 | $400-61.7% | $13,984-98.9% | $513-70.1% |