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 | $300 |
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.
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 | $29,945 | $52,884-43.4% | $84,750-64.7% | $55,167-45.7% |
| Participation rate | 31.5% | 67.5%-36.0pp | 76.6%-45.1pp | 69.0%-37.5pp |
| Annual return | 6.76% | 18.03%-11.3pp | 22.78%-16.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,172 | $2,644-55.7% | $3,712-68.4% | $3,054-61.6% |
| Admin fee / account holder | $5 | $581-99.1% | $5,332-99.9% | $504-99.0% |