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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,076 | $54,726-37.7% | $68,793-50.5% | $64,186-46.9% |
| Participation rate | 69.4% | 68.0%+1.4pp | 72.2%-2.8pp | 69.6%-0.2pp |
| Annual return | -6.09% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $972 | $1,846-47.3% | $2,625-63.0% | $2,381-59.2% |
| Participant deferral / active EE | $1,475 | $2,626-43.8% | $3,311-55.5% | $3,470-57.5% |
| Admin fee / account holder | $230 | $4,027-94.3% | $5,131-95.5% | $4,888-95.3% |