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 | $2,516 |
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.
Annual investment return 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 | $51,952 | $59,186-12.2% | $76,768-32.3% | $56,287-7.7% |
| Participation rate | 64.2% | 75.2%-11.0pp | 77.0%-12.7pp | 69.9%-5.6pp |
| Annual return | -6.90% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,152 | $1,759-34.5% | $2,485-53.7% | $2,111-45.4% |
| Participant deferral / active EE | $1,975 | $3,255-39.3% | $3,852-48.7% | $3,350-41.0% |
| Admin fee / account holder | $16 | $489-96.7% | $6,675-99.8% | $521-96.9% |