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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $315 | $38,365-99.2% | $84,611-99.6% | $65,185-99.5% |
| Participation rate | 1.8% | 55.7%-53.9pp | 68.2%-66.4pp | 70.2%-68.4pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.74%-258.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7 | $2,278-99.7% | $3,899-99.8% | $3,514-99.8% |
| Admin fee / account holder | $1 | $451-99.9% | $4,912-100.0% | $847-99.9% |