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 | $83,365 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,935 | $123,286-78.2% | $75,670-64.4% | $77,958-65.4% |
| Participation rate | 85.8% | 78.8%+7.1pp | 72.3%+13.5pp | 71.6%+14.2pp |
| Annual return | 16.12% | 20.45%-4.3pp | 27.34%-11.2pp | 20.87%-4.7pp |
| Employer contribution / active EE | $536 | $2,035-73.7% | $2,352-77.2% | $2,310-76.8% |
| Participant deferral / active EE | $2,030 | $3,095-34.4% | $3,142-35.4% | $3,537-42.6% |
| Admin fee / account holder | $79 | $144-45.0% | $5,800-98.6% | $97-18.5% |