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 | $33,034 |
Service code 15 · EIN 52-1743645 | Recordkeeping | $16,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,957 |
ADP BROKER-DEALER2+ 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $51,290 | $101,069-49.3% | $81,478-37.1% | $147,584-65.2% |
| Participation rate | 53.8% | 74.5%-20.6pp | 68.0%-14.1pp | 82.8%-29.0pp |
| Annual return | 10.66% | 32.40%-21.7pp | 38.78%-28.1pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,475 | $3,205-54.0% | $2,568-42.5% | $4,876-69.7% |
| Participant deferral / active EE | $4,134 | $4,242-2.5% | $3,537+16.9% | $5,439-24.0% |
| Admin fee / account holder | $233 | $5,812-96.0% | $4,561-94.9% | $10,885-97.9% |