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 | $2,016 |
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 | $67,781 | $43,423+56.1% | $78,689-13.9% | $55,167+22.9% |
| Participation rate | 68.6% | 68.0%+0.6pp | 73.6%-4.9pp | 69.0%-0.4pp |
| Annual return | 5.81% | 11.53%-5.7pp | 62.18%-56.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,069 | $1,997-46.5% | $2,851-62.5% | $1,963-45.5% |
| Participant deferral / active EE | $3,411 | $2,509+35.9% | $3,517-3.0% | $3,054+11.7% |
| Admin fee / account holder | $16 | $416-96.1% | $4,510-99.6% | $504-96.8% |