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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,125 |
ADP BROKER-DEALER3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,755 | $31,388+33.0% | $73,545-43.2% | $62,292-33.0% |
| Participation rate | 66.9% | 39.9%+27.0pp | 54.9%+11.9pp | 69.5%-2.7pp |
| Annual return | 20.33% | 25.34%-5.0pp | -15.16%+35.5pp | 28.90%-8.6pp |
| Employer contribution / active EE | $94 | $498-81.1% | $1,219-92.3% | $2,042-95.4% |
| Participant deferral / active EE | $1,415 | $1,028+37.6% | $1,806-21.6% | $3,169-55.3% |
| Admin fee / account holder | $7 | $299-97.5% | $2,320-99.7% | $479-98.5% |