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 8-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $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 | $16,529 | $52,293-68.4% | $178,490-90.7% | $73,409-77.5% |
| Participation rate | 69.2% | 65.3%+3.9pp | 81.9%-12.7pp | 72.2%-2.9pp |
| Annual return | 33.13% | 34.75%-1.6pp | 151.07%-117.9pp | 59.29%-26.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,062 | $2,332-11.6% | $5,202-60.4% | $3,805-45.8% |
| Admin fee / account holder | $1 | $127-99.2% | $13,984-100.0% | $158-99.4% |