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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,630 |
ADP BROKER-DEALER4+ 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 | $45,029 | $58,083-22.5% | $80,019-43.7% | $56,287-20.0% |
| Participation rate | 68.9% | 73.6%-4.7pp | 75.8%-7.0pp | 69.9%-1.0pp |
| Annual return | -3.54% | 34.61%-38.1pp | 11.22%-14.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,665 | $1,932-13.8% | $2,468-32.5% | $2,111-21.1% |
| Participant deferral / active EE | $3,196 | $3,135+1.9% | $3,686-13.3% | $3,350-4.6% |
| Admin fee / account holder | $22 | $623-96.5% | $6,521-99.7% | $521-95.8% |