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 | $17,690 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $5,495 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,243 | $43,504-74.2% | $68,793-83.7% | $56,287-80.0% |
| Participation rate | 70.9% | 67.8%+3.1pp | 72.2%-1.3pp | 69.9%+1.1pp |
| Annual return | -6.63% | -3.15%-3.5pp | -4.63%-2.0pp | -9.96%+3.3pp |
| Employer contribution / active EE | $343 | $1,525-77.5% | $2,625-86.9% | $2,111-83.7% |
| Participant deferral / active EE | $1,205 | $2,509-52.0% | $3,311-63.6% | $3,350-64.0% |
| Admin fee / account holder | $99 | $515-80.8% | $5,131-98.1% | $521-81.0% |