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 8-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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $52,371 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,155 | $79,523-88.5% | $140,016-93.5% | $56,287-83.7% |
| Participation rate | 88.0% | 85.7%+2.3pp | 87.5%+0.5pp | 69.9%+18.1pp |
| Annual return | -2.19% | 2.39%-4.6pp | 651.12%-653.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $528 | $3,350-84.2% | $5,606-90.6% | $2,111-75.0% |
| Participant deferral / active EE | $4,420 | $5,129-13.8% | $6,927-36.2% | $3,350+32.0% |
| Admin fee / account holder | $175 | $614-71.5% | $10,705-98.4% | $521-66.4% |