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 |
|---|---|---|
Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Custodial (... | $14,368 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
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 | $39,782 | $44,873-11.3% | $79,464-49.9% | $56,287-29.3% |
| Participation rate | 35.3% | 68.7%-33.4pp | 73.3%-38.1pp | 69.9%-34.6pp |
| Annual return | -3.23% | 0.81%-4.0pp | 718.14%-721.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $271 | $2,140-87.3% | $2,800-90.3% | $2,111-87.2% |
| Participant deferral / active EE | $1,186 | $2,746-56.8% | $3,704-68.0% | $3,350-64.6% |
| Admin fee / account holder | $30 | $418-92.8% | $5,113-99.4% | $521-94.2% |