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 5-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,688 |
ADP BROKER-DEALER1+ years Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,593 | $111,608-64.5% | $177,821-77.7% | $73,409-46.1% |
| Participation rate | 64.0% | 87.9%-23.8pp | 87.7%-23.7pp | 72.2%-8.1pp |
| Annual return | 0.00% | 18.23%-18.2pp | 48.32%-48.3pp | 59.29%-59.3pp |
| Employer contribution / active EE | $2,353 | $3,796-38.0% | $5,918-60.2% | $2,234+5.4% |
| Participant deferral / active EE | $5,078 | $6,199-18.1% | $7,714-34.2% | $3,805+33.4% |
| Admin fee / account holder | $385 | $166+132.2% | $12,427-96.9% | $158+143.5% |