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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,221 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,346 | $54,573-49.9% | $90,951-69.9% | $73,488-62.8% |
| Participation rate | 53.2% | 61.2%-7.9pp | 69.0%-15.8pp | 70.7%-17.5pp |
| Annual return | 8.10% | 16.69%-8.6pp | 134.60%-126.5pp | 28.51%-20.4pp |
| Employer contribution / active EE | $1,669 | $991+68.4% | $2,122-21.3% | $2,270-26.5% |
| Participant deferral / active EE | $2,899 | $2,517+15.2% | $3,373-14.0% | $3,740-22.5% |
| Admin fee / account holder | $112 | $521-78.6% | $5,959-98.1% | $513-78.2% |