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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,983 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,345 | $52,293-51.5% | $178,490-85.8% | $73,409-65.5% |
| Participation rate | 64.8% | 65.3%-0.5pp | 81.9%-17.1pp | 72.2%-7.4pp |
| Annual return | 8.05% | 34.75%-26.7pp | 151.07%-143.0pp | 59.29%-51.2pp |
| Employer contribution / active EE | $1,034 | $1,735-40.4% | $5,011-79.4% | $2,234-53.7% |
| Participant deferral / active EE | $1,505 | $2,332-35.5% | $5,202-71.1% | $3,805-60.5% |
| Admin fee / account holder | $53 | $127-58.7% | $13,984-99.6% | $158-66.6% |