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 | $107,278 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $23,381 | $40,984-43.0% | $90,951-74.3% | $93,223-74.9% |
| Participation rate | 37.7% | 59.7%-22.0pp | 69.0%-31.3pp | 74.9%-37.2pp |
| Annual return | 46.86% | 17.56%+29.3pp | 134.60%-87.7pp | 19.29%+27.6pp |
| Employer contribution / active EE | $1,078 | $840+28.3% | $2,122-49.2% | $2,680-59.8% |
| Participant deferral / active EE | $1,622 | $1,856-12.6% | $3,373-51.9% | $4,563-64.4% |
| Admin fee / account holder | $45 | $75-40.7% | $5,959-99.3% | $79-43.8% |