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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,895 |
ADP BROKER-DEALER2+ 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.
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 | $107,604 | $80,177+34.2% | $123,892-13.1% | $57,658+86.6% |
| Participation rate | 62.9% | 74.4%-11.5pp | 81.4%-18.5pp | 70.2%-7.3pp |
| Annual return | 8.60% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,791 | $2,913-38.5% | $4,617-61.2% | $1,974-9.3% |
| Participant deferral / active EE | $10,055 | $5,130+96.0% | $5,984+68.0% | $3,061+228.5% |
| Admin fee / account holder | $6 | $106-94.5% | $8,357-99.9% | $95-93.9% |