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 | $7,359 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,426 | $22,291-53.2% | $69,182-84.9% | $63,975-83.7% |
| Participation rate | 20.2% | 35.3%-15.1pp | 55.1%-35.0pp | 71.1%-51.0pp |
| Annual return | 12.57% | 9.30%+3.3pp | -21.93%+34.5pp | 48.65%-36.1pp |
| Employer contribution / active EE | $1 | $325-99.8% | $1,206-99.9% | $2,182-100.0% |
| Participant deferral / active EE | $279 | $808-65.5% | $1,897-85.3% | $3,356-91.7% |
| Admin fee / account holder | $24 | $73-67.7% | $2,697-99.1% | $70-66.5% |