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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,083 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,196 | $80,753-79.9% | $136,294-88.1% | $62,292-74.0% |
| Participation rate | 46.6% | 73.5%-27.0pp | 81.9%-35.4pp | 69.5%-23.0pp |
| Annual return | 31.49% | 35.83%-4.3pp | 5155.94%-5124.4pp | 28.90%+2.6pp |
| Employer contribution / active EE | $623 | $2,884-78.4% | $4,695-86.7% | $2,042-69.5% |
| Participant deferral / active EE | $4,763 | $5,164-7.8% | $6,247-23.8% | $3,169+50.3% |
| Admin fee / account holder | $61 | $525-88.4% | $9,243-99.3% | $479-87.3% |