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 | $10,643 |
Service code 15 · EIN 82-4000669 | Recordkeeping | $10,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $28,184 | $59,186-52.4% | $76,768-63.3% | $56,287-49.9% |
| Participation rate | 26.8% | 75.2%-48.4pp | 77.0%-50.1pp | 69.9%-43.0pp |
| Annual return | -7.57% | 6.62%-14.2pp | 2.43%-10.0pp | -9.96%+2.4pp |
| Employer contribution / active EE | $739 | $1,759-58.0% | $2,485-70.3% | $2,111-65.0% |
| Participant deferral / active EE | $957 | $3,255-70.6% | $3,852-75.2% | $3,350-71.4% |
| Admin fee / account holder | $524 | $489+7.2% | $6,675-92.1% | $521+0.6% |