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 | $1,372 |
ADP BROKER-DEALER6+ 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.
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 | $39,214 | $54,573-28.1% | $90,951-56.9% | $73,488-46.6% |
| Participation rate | 95.7% | 61.2%+34.5pp | 69.0%+26.6pp | 70.7%+25.0pp |
| Annual return | 10.72% | 16.69%-6.0pp | 134.60%-123.9pp | 28.51%-17.8pp |
| Employer contribution / active EE | $373 | $991-62.4% | $2,122-82.4% | $2,270-83.6% |
| Participant deferral / active EE | $1,319 | $2,517-47.6% | $3,373-60.9% | $3,740-64.7% |
| Admin fee / account holder | $8 | $521-98.4% | $5,959-99.9% | $513-98.3% |