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 9-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 | $17,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,810 | $89,739-26.7% | $149,718-56.0% | $62,292+5.6% |
| Participation rate | 65.1% | 85.1%-20.0pp | 87.1%-22.0pp | 69.5%-4.4pp |
| Annual return | 16.31% | 21.01%-4.7pp | 1501.63%-1485.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,392 | $3,233-26.0% | $5,445-56.1% | $2,042+17.1% |
| Participant deferral / active EE | $3,194 | $4,797-33.4% | $6,569-51.4% | $3,169+0.8% |
| Admin fee / account holder | $100 | $551-81.8% | $11,283-99.1% | $479-79.0% |