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 7-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,413 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $12,222 | $65,118-81.2% | $76,768-84.1% | $55,725-78.1% |
| Participation rate | 77.5% | 79.6%-2.1pp | 77.0%+0.6pp | 70.9%+6.7pp |
| Annual return | -2.80% | -1.27%-1.5pp | 2.43%-5.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,278 | $1,941-34.2% | $2,485-48.6% | $2,078-38.5% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $116-98.7% | $6,675-100.0% | $115-98.7% |