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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $30,525 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,374 |
ADP BROKER-DEALER4+ 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.
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 | $54,138 | $59,186-8.5% | $76,768-29.5% | $56,287-3.8% |
| Participation rate | 48.8% | 75.2%-26.4pp | 77.0%-28.1pp | 69.9%-21.0pp |
| Annual return | -4.95% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $245 | $1,759-86.1% | $2,485-90.1% | $2,111-88.4% |
| Participant deferral / active EE | $2,221 | $3,255-31.8% | $3,852-42.3% | $3,350-33.7% |
| Admin fee / account holder | $22 | $489-95.5% | $6,675-99.7% | $521-95.7% |