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 | $2,711 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $37,182 | $42,810-13.1% | $169,463-78.1% | $55,725-33.3% |
| Participation rate | 68.9% | 64.7%+4.1pp | 77.8%-8.9pp | 70.9%-2.0pp |
| Annual return | -6.11% | -3.61%-2.5pp | 1.83%-7.9pp | 244.93%-251.0pp |
| Employer contribution / active EE | $4,123 | $1,402+194.1% | $4,159-0.9% | $2,078+98.4% |
| Participant deferral / active EE | $2,609 | $3,141-17.0% | $5,277-50.6% | $3,356-22.3% |
| Admin fee / account holder | $12 | $106-88.5% | $9,109-99.9% | $115-89.3% |