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 52 · EIN 13-5674085 | Indirect Investment Fees | $31,223 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,775 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,201 | $51,244-2.0% | $80,975-38.0% | $55,167-9.0% |
| Participation rate | 59.8% | 71.7%-11.9pp | 75.8%-16.1pp | 69.0%-9.2pp |
| Annual return | 9.92% | 17.39%-7.5pp | 17.10%-7.2pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,846 | $1,770+4.3% | $3,714-50.3% | $1,963-6.0% |
| Participant deferral / active EE | $4,030 | $4,418-8.8% | $5,696-29.3% | $3,054+31.9% |
| Admin fee / account holder | $14 | $398-96.5% | $5,516-99.7% | $504-97.2% |