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 | $660 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES Service code 49 1 MILL RIDGE LANE · CHESTER, NJ 07930 | 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 | $70,527 | $81,208-13.2% | $98,907-28.7% | $79,858-11.7% |
| Participation rate | 65.2% | 72.5%-7.3pp | 76.0%-10.9pp | 69.6%-4.5pp |
| Annual return | 16.69% | 60.99%-44.3pp | 196.43%-179.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $838 | $1,960-57.3% | $2,689-68.9% | $2,471-66.1% |
| Participant deferral / active EE | $2,414 | $3,265-26.1% | $4,244-43.1% | $3,740-35.5% |
| Admin fee / account holder | $9 | $6,013-99.9% | $6,642-99.9% | $5,306-99.8% |