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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,022 |
ADP BROKER-DEALER3+ 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 | $26,913 | $31,424-14.4% | $81,478-67.0% | $69,631-61.3% |
| Participation rate | 50.3% | 50.8%-0.6pp | 68.0%-17.7pp | 70.7%-20.4pp |
| Annual return | 18.94% | 22.44%-3.5pp | 38.78%-19.8pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $916 | $1,029-11.0% | $2,568-64.3% | $2,032-54.9% |
| Participant deferral / active EE | $1,993 | $1,838+8.4% | $3,537-43.7% | $3,224-38.2% |
| Admin fee / account holder | $64 | $103-37.7% | $4,561-98.6% | $110-42.1% |