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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,785 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $56,312 | $63,299-11.0% | $91,001-38.1% | $62,292-9.6% |
| Participation rate | 62.9% | 73.3%-10.4pp | 75.6%-12.7pp | 69.5%-6.6pp |
| Annual return | 17.82% | 20.99%-3.2pp | 4.60%+13.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,601 | $1,807-11.4% | $2,456-34.8% | $2,042-21.6% |
| Participant deferral / active EE | $3,127 | $2,943+6.3% | $3,547-11.9% | $3,169-1.3% |
| Admin fee / account holder | $36 | $468-92.4% | $5,417-99.3% | $479-92.6% |