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 | $40,214 |
EPSTEIN FINANCIAL SERVICES2+ years Service code 15 · EIN 04-4026919 | Recordkeeping | $28,667 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,438 | $85,635-83.1% | $123,892-88.3% | $63,975-77.4% |
| Participation rate | 51.8% | 74.9%-23.2pp | 81.4%-29.6pp | 71.1%-19.4pp |
| Annual return | 10.84% | 15.74%-4.9pp | 47.52%-36.7pp | 48.65%-37.8pp |
| Employer contribution / active EE | $286 | $3,076-90.7% | $4,617-93.8% | $2,182-86.9% |
| Participant deferral / active EE | $2,254 | $5,667-60.2% | $5,984-62.3% | $3,356-32.8% |
| Admin fee / account holder | $61 | $75-18.8% | $8,357-99.3% | $70-13.7% |