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 | $49,848 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $445 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,981 | $64,909-66.1% | $82,313-73.3% | $62,292-64.7% |
| Participation rate | 69.1% | 74.9%-5.8pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 15.97% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $937 | $1,676-44.1% | $2,428-61.4% | $2,042-54.1% |
| Participant deferral / active EE | $2,322 | $3,103-25.2% | $3,706-37.3% | $3,169-26.7% |
| Admin fee / account holder | $1 | $440-99.7% | $5,608-100.0% | $479-99.7% |