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 | $510 |
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.
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 | $55,398 | $58,083-4.6% | $80,019-30.8% | $56,287-1.6% |
| Participation rate | 22.7% | 73.6%-50.9pp | 75.8%-53.2pp | 69.9%-47.2pp |
| Annual return | -4.47% | 34.61%-39.1pp | 11.22%-15.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $386 | $1,932-80.0% | $2,468-84.3% | $2,111-81.7% |
| Participant deferral / active EE | $1,690 | $3,135-46.1% | $3,686-54.1% | $3,350-49.5% |
| Admin fee / account holder | $11 | $623-98.2% | $6,521-99.8% | $521-97.8% |