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 | $41,527 |
WILLIAM BLAIR2+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $19,619 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,348 | $36,700-41.8% | $171,082-87.5% | $63,975-66.6% |
| Participation rate | 43.5% | 61.5%-18.1pp | 76.7%-33.2pp | 71.1%-27.6pp |
| Annual return | 7.37% | 12.80%-5.4pp | 32.56%-25.2pp | 48.65%-41.3pp |
| Employer contribution / active EE | $214 | $1,210-82.3% | $4,002-94.6% | $2,182-90.2% |
| Participant deferral / active EE | $1,343 | $2,696-50.2% | $4,797-72.0% | $3,356-60.0% |
| Admin fee / account holder | $124 | $68+83.9% | $8,520-98.5% | $70+76.3% |