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 | $10,637 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,631 | $75,388-74.0% | $123,544-84.1% | $55,725-64.8% |
| Participation rate | 83.7% | 75.7%+8.1pp | 82.3%+1.4pp | 70.9%+12.9pp |
| Annual return | -7.23% | 4.48%-11.7pp | 119.20%-126.4pp | 244.93%-252.2pp |
| Employer contribution / active EE | $1,490 | $3,063-51.4% | $4,628-67.8% | $2,078-28.3% |
| Participant deferral / active EE | $3,377 | $5,651-40.2% | $6,426-47.4% | $3,356+0.6% |
| Admin fee / account holder | $15 | $120-87.8% | $9,284-99.8% | $115-87.3% |