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 | $9,478 |
ADP BROKER-DEALER3 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.
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 | $56,534 | $73,823-23.4% | $379,746-85.1% | $73,488-23.1% |
| Participation rate | 51.2% | 73.1%-22.0pp | 78.4%-27.3pp | 70.7%-19.5pp |
| Annual return | 17.06% | 29.06%-12.0pp | 34.90%-17.8pp | 28.51%-11.5pp |
| Employer contribution / active EE | $712 | $2,472-71.2% | $3,540-79.9% | $2,270-68.6% |
| Participant deferral / active EE | $2,693 | $4,038-33.3% | $6,024-55.3% | $3,740-28.0% |
| Admin fee / account holder | $77 | $607-87.3% | $7,927-99.0% | $513-85.0% |