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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,453 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $33,282 | $100,801-67.0% | $149,696-77.8% | $73,409-54.7% |
| Participation rate | 79.0% | 77.7%+1.4pp | 82.5%-3.4pp | 72.2%+6.9pp |
| Annual return | 12.20% | 265.34%-253.1pp | 276.60%-264.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $683 | $3,312-79.4% | $4,644-85.3% | $2,234-69.4% |
| Participant deferral / active EE | $3,833 | $6,404-40.1% | $6,842-44.0% | $3,805+0.7% |
| Admin fee / account holder | $36 | $181-80.2% | $9,309-99.6% | $158-77.4% |