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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,305 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,495 | $52,670-51.6% | $90,404-71.8% | $73,409-65.3% |
| Participation rate | 46.5% | 67.7%-21.2pp | 72.7%-26.2pp | 72.2%-25.7pp |
| Annual return | 12.12% | 20.70%-8.6pp | 1293.02%-1280.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $136 | $1,872-92.7% | $3,262-95.8% | $2,234-93.9% |
| Participant deferral / active EE | $839 | $2,807-70.1% | $3,963-78.8% | $3,805-78.0% |
| Admin fee / account holder | $81 | $117-30.3% | $5,611-98.5% | $158-48.4% |