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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,039 |
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.
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 | $69,955 | $76,552-8.6% | $123,892-43.5% | $62,891+11.2% |
| Participation rate | 59.5% | 73.0%-13.5pp | 81.4%-21.9pp | 69.3%-9.8pp |
| Annual return | 11.25% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,330 | $2,883-53.9% | $4,617-71.2% | $2,281-41.7% |
| Participant deferral / active EE | $6,058 | $4,840+25.2% | $5,984+1.2% | $3,203+89.1% |
| Admin fee / account holder | $59 | $4,826-98.8% | $8,357-99.3% | $4,296-98.6% |