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 | $20,222 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,485 | $78,419-65.0% | $133,956-79.5% | $73,409-62.6% |
| Participation rate | 57.1% | 78.6%-21.5pp | 79.8%-22.7pp | 72.2%-15.1pp |
| Annual return | 20.18% | 33.35%-13.2pp | 45.09%-24.9pp | 59.29%-39.1pp |
| Employer contribution / active EE | $741 | $2,044-63.7% | $3,919-81.1% | $2,234-66.8% |
| Participant deferral / active EE | $2,793 | $3,925-28.8% | $5,048-44.7% | $3,805-26.6% |
| Admin fee / account holder | $47 | $161-70.9% | $8,927-99.5% | $158-70.3% |