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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,730 |
ADP BROKER-DEALER5+ 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.
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 | $54,016 | $86,332-37.4% | $125,175-56.8% | $65,185-17.1% |
| Participation rate | 62.7% | 75.3%-12.6pp | 79.8%-17.1pp | 70.2%-7.5pp |
| Annual return | 27.02% | 27.43%-0.4pp | 43.79%-16.8pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,265 | $2,040-38.0% | $3,865-67.3% | $2,177-41.9% |
| Participant deferral / active EE | $3,766 | $3,537+6.5% | $4,937-23.7% | $3,514+7.2% |
| Admin fee / account holder | $17 | $609-97.2% | $9,702-99.8% | $847-98.0% |