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 | $9,032 |
ADP BROKER-DEALER4 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.
Employer contribution per participant 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 | $27,240 | $52,293-47.9% | $178,490-84.7% | $73,409-62.9% |
| Participation rate | 34.7% | 65.3%-30.6pp | 81.9%-47.2pp | 72.2%-37.5pp |
| Annual return | 36.71% | 34.75%+2.0pp | 151.07%-114.4pp | 59.29%-22.6pp |
| Employer contribution / active EE | $267 | $1,735-84.6% | $5,011-94.7% | $2,234-88.0% |
| Participant deferral / active EE | $1,124 | $2,332-51.8% | $5,202-78.4% | $3,805-70.5% |
| Admin fee / account holder | $29 | $127-76.9% | $13,984-99.8% | $158-81.4% |