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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $63,246 | $73,404-13.8% | $87,100-27.4% | $67,579-6.4% |
| Participation rate | 36.2% | 80.9%-44.7pp | 76.9%-40.7pp | 71.3%-35.1pp |
| Annual return | 21.46% | 48.29%-26.8pp | 28.19%-6.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,123 | $3,913-20.2% | $4,049-22.9% | $3,539-11.8% |
| Admin fee / account holder | $17 | $142-88.0% | $7,497-99.8% | $142-88.1% |