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 | $4,218 |
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.
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 | $6,989 | $58,879-88.1% | $178,490-96.1% | $73,488-90.5% |
| Participation rate | 40.3% | 66.2%-26.0pp | 81.9%-41.7pp | 70.7%-30.4pp |
| Annual return | 19.84% | 24.86%-5.0pp | 151.07%-131.2pp | 28.51%-8.7pp |
| Employer contribution / active EE | $582 | $2,236-74.0% | $5,011-88.4% | $2,270-74.4% |
| Participant deferral / active EE | $1,484 | $2,567-42.2% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $47 | $400-88.2% | $13,984-99.7% | $513-90.8% |