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 | $389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,969 | $56,443+22.2% | $83,848-17.7% | $55,725+23.8% |
| Participation rate | 38.1% | 72.0%-33.9pp | 76.1%-38.0pp | 70.9%-32.7pp |
| Annual return | -3.98% | 393.67%-397.6pp | 850.88%-854.9pp | 244.93%-248.9pp |
| Employer contribution / active EE | $381 | $2,682-85.8% | $3,631-89.5% | $2,078-81.7% |
| Participant deferral / active EE | $2,501 | $2,965-15.6% | $4,082-38.7% | $3,356-25.5% |
| Admin fee / account holder | $24 | $156-84.9% | $5,478-99.6% | $115-79.5% |