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 | $6,383 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $106,632 | $85,635+24.5% | $123,892-13.9% | $63,975+66.7% |
| Participation rate | 36.2% | 74.9%-38.7pp | 81.4%-45.2pp | 71.1%-34.9pp |
| Annual return | 8.45% | 15.74%-7.3pp | 47.52%-39.1pp | 48.65%-40.2pp |
| Employer contribution / active EE | $692 | $3,076-77.5% | $4,617-85.0% | $2,182-68.3% |
| Participant deferral / active EE | $4,665 | $5,667-17.7% | $5,984-22.0% | $3,356+39.0% |
| Admin fee / account holder | $13 | $75-83.3% | $8,357-99.9% | $70-82.2% |