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 | $3,726 |
ADP BROKER-DEALER5 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.
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 | $32,812 | $100,801-67.4% | $149,696-78.1% | $73,409-55.3% |
| Participation rate | 58.1% | 77.7%-19.6pp | 82.5%-24.4pp | 72.2%-14.1pp |
| Annual return | 20.79% | 265.34%-244.5pp | 276.60%-255.8pp | 59.29%-38.5pp |
| Employer contribution / active EE | $1,585 | $3,312-52.1% | $4,644-65.9% | $2,234-29.1% |
| Participant deferral / active EE | $4,038 | $6,404-36.9% | $6,842-41.0% | $3,805+6.1% |
| Admin fee / account holder | $18 | $181-89.9% | $9,309-99.8% | $158-88.5% |