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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,775 |
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 | $35,281 | $64,909-45.6% | $82,313-57.1% | $62,292-43.4% |
| Participation rate | 42.9% | 74.9%-32.0pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 14.18% | 21.18%-7.0pp | 25.88%-11.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $932 | $1,676-44.4% | $2,428-61.6% | $2,042-54.4% |
| Participant deferral / active EE | $2,111 | $3,103-32.0% | $3,706-43.0% | $3,169-33.4% |
| Admin fee / account holder | $76 | $440-82.8% | $5,608-98.7% | $479-84.2% |