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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $45,959 |
Service code 15 · EIN 74-2847983 | Recordkeeping | $21,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,509 | $62,928-69.0% | $172,739-88.7% | $67,579-71.1% |
| Participation rate | 31.0% | 64.5%-33.5pp | 82.6%-51.7pp | 71.3%-40.3pp |
| Annual return | 35.82% | 30.36%+5.5pp | 802.84%-767.0pp | 378.56%-342.7pp |
| Employer contribution / active EE | $416 | $1,636-74.6% | $5,143-91.9% | $2,148-80.6% |
| Participant deferral / active EE | $1,155 | $2,145-46.1% | $5,198-77.8% | $3,539-67.4% |
| Admin fee / account holder | $151 | $167-9.4% | $13,954-98.9% | $142+6.1% |