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 | $17,050 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
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 | $24,584 | $88,122-72.1% | $141,162-82.6% | $67,579-63.6% |
| Participation rate | 79.5% | 76.5%+3.0pp | 82.5%-3.0pp | 71.3%+8.2pp |
| Annual return | 22.20% | 75.40%-53.2pp | 71.39%-49.2pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,759 | $3,224-45.4% | $4,735-62.8% | $2,148-18.1% |
| Participant deferral / active EE | $3,978 | $5,958-33.2% | $6,709-40.7% | $3,539+12.4% |
| Admin fee / account holder | $22 | $131-83.2% | $10,261-99.8% | $142-84.5% |