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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,639 |
ADP BROKER-DEALER1+ 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.
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 | $21,064 | $27,330-22.9% | $67,711-68.9% | $55,191-61.8% |
| Participation rate | 52.0% | 47.5%+4.5pp | 67.5%-15.5pp | 69.2%-17.1pp |
| Annual return | -1.19% | 8.81%-10.0pp | 25.41%-26.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,081 | $855+26.5% | $2,559-57.8% | $1,899-43.1% |
| Participant deferral / active EE | $1,973 | $1,709+15.5% | $3,585-45.0% | $3,046-35.2% |
| Admin fee / account holder | $67 | $109-38.8% | $4,255-98.4% | $91-26.4% |