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 | $23,462 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,851 |
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.
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 | $63,581 | $73,638-13.7% | $95,952-33.7% | $73,488-13.5% |
| Participation rate | 56.7% | 76.2%-19.5pp | 77.1%-20.4pp | 70.7%-14.0pp |
| Annual return | 14.94% | 16.78%-1.8pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $333 | $1,863-82.1% | $2,541-86.9% | $2,270-85.3% |
| Participant deferral / active EE | $2,757 | $3,617-23.8% | $4,167-33.8% | $3,740-26.3% |
| Admin fee / account holder | $69 | $482-85.6% | $6,795-99.0% | $513-86.5% |