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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $129 |
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 | $35,999 | $25,302+42.3% | $74,701-51.8% | $67,579-46.7% |
| Participation rate | 25.6% | 37.8%-12.3pp | 54.5%-28.9pp | 71.3%-45.7pp |
| Annual return | 19.95% | 10291.17%-10271.2pp | 752.92%-733.0pp | 378.56%-358.6pp |
| Employer contribution / active EE | $255 | $446-42.8% | $1,084-76.4% | $2,148-88.1% |
| Participant deferral / active EE | $762 | $954-20.1% | $1,964-61.2% | $3,539-78.5% |
| Admin fee / account holder | $186 | $108+72.9% | $3,333-94.4% | $142+30.8% |