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-DEALER3+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $300 |
ADP BROKER-DEALER3+ years Service code 63 · EIN 22-3319984 | 12b-1 Fees | $0 |
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 | $19,075 | $28,416-32.9% | $73,545-74.1% | $69,631-72.6% |
| Participation rate | 6.9% | 38.3%-31.4pp | 54.9%-48.0pp | 70.7%-63.8pp |
| Annual return | 18.54% | -694.13%+712.7pp | -15.16%+33.7pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $94 | $430-78.2% | $1,219-92.3% | $2,032-95.4% |
| Participant deferral / active EE | $353 | $897-60.7% | $1,806-80.5% | $3,224-89.1% |
| Admin fee / account holder | $80 | $104-22.9% | $2,320-96.5% | $110-27.2% |