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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,951 | $57,976-48.3% | $62,995-52.5% | $62,292-51.9% |
| Participation rate | 62.0% | 75.9%-13.9pp | 74.8%-12.8pp | 69.5%-7.5pp |
| Annual return | 19.76% | 17.54%+2.2pp | 87.57%-67.8pp | 28.90%-9.1pp |
| Employer contribution / active EE | $3,307 | $2,415+37.0% | $2,759+19.9% | $2,042+62.0% |
| Participant deferral / active EE | $4,864 | $2,956+64.6% | $3,329+46.1% | $3,169+53.5% |
| Admin fee / account holder | $4 | $276-98.4% | $3,600-99.9% | $479-99.1% |