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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,327 |
ADP BROKER-DEALER4+ 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 | $20,611 | $28,109-26.7% | $71,086-71.0% | $56,287-63.4% |
| Participation rate | 33.1% | 40.4%-7.3pp | 54.7%-21.5pp | 69.9%-36.7pp |
| Annual return | -4.91% | -615.05%+610.1pp | 650.59%-655.5pp | -9.96%+5.0pp |
| Employer contribution / active EE | $333 | $558-40.3% | $1,088-69.4% | $2,111-84.2% |
| Participant deferral / active EE | $1,033 | $1,116-7.5% | $1,874-44.9% | $3,350-69.2% |
| Admin fee / account holder | $15 | $585-97.4% | $3,082-99.5% | $521-97.1% |