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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,790 |
ADP BROKER-DEALER2+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,025 | $63,905-6.1% | $74,183-19.1% | $57,658+4.1% |
| Participation rate | 50.1% | 79.8%-29.6pp | 76.6%-26.5pp | 70.2%-20.1pp |
| Annual return | 9.49% | 60.60%-51.1pp | 17.74%-8.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $862 | $1,840-53.2% | $2,370-63.6% | $1,974-56.3% |
| Participant deferral / active EE | $1,447 | $3,448-58.0% | $3,550-59.2% | $3,061-52.7% |
| Admin fee / account holder | $36 | $91-60.8% | $5,586-99.4% | $95-62.2% |