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 | $1,050 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,823 | $43,423-35.9% | $78,689-64.6% | $55,167-49.6% |
| Participation rate | 58.6% | 68.0%-9.4pp | 73.6%-15.0pp | 69.0%-10.4pp |
| Annual return | 6.64% | 11.53%-4.9pp | 62.18%-55.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $351 | $1,997-82.4% | $2,851-87.7% | $1,963-82.1% |
| Participant deferral / active EE | $988 | $2,509-60.6% | $3,517-71.9% | $3,054-67.7% |
| Admin fee / account holder | $7 | $416-98.2% | $4,510-99.8% | $504-98.5% |