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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,914 |
ADP BROKER-DEALER2+ 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 | $15,925 | $73,404-78.3% | $87,100-81.7% | $67,579-76.4% |
| Participation rate | 79.7% | 80.9%-1.2pp | 76.9%+2.8pp | 71.3%+8.4pp |
| Annual return | 20.57% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,297 | $2,014-35.6% | $2,521-48.6% | $2,148-39.6% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $8 | $142-94.1% | $7,497-99.9% | $142-94.2% |