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 7-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 | $2,652 |
ADP BROKER-DEALER6+ 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 | $61,846 | $99,957-38.1% | $149,696-58.7% | $73,488-15.8% |
| Participation rate | 59.8% | 75.7%-15.9pp | 82.5%-22.7pp | 70.7%-10.9pp |
| Annual return | 15.64% | 53.87%-38.2pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,373 | $3,191-57.0% | $4,644-70.4% | $2,270-39.5% |
| Participant deferral / active EE | $4,923 | $6,073-18.9% | $6,842-28.0% | $3,740+31.6% |
| Admin fee / account holder | $11 | $551-98.0% | $9,309-99.9% | $513-97.8% |