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+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $12,696 | $22,714-44.1% | $59,496-78.7% | $55,191-77.0% |
| Participation rate | 19.8% | 37.5%-17.6pp | 54.6%-34.7pp | 69.2%-49.3pp |
| Annual return | -0.07% | -44.01%+43.9pp | 182.05%-182.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $82 | $418-80.4% | $1,153-92.9% | $1,899-95.7% |
| Participant deferral / active EE | $284 | $843-66.3% | $1,829-84.5% | $3,046-90.7% |
| Admin fee / account holder | $114 | $83+37.1% | $2,232-94.9% | $91+25.9% |