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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,150 |
ADP BROKER-DEALER2+ 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 | $42,602 | $50,898-16.3% | $171,082-75.1% | $55,167-22.8% |
| Participation rate | 49.8% | 63.3%-13.5pp | 76.7%-26.9pp | 69.0%-19.2pp |
| Annual return | 6.76% | 15.34%-8.6pp | 32.56%-25.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,355 | $1,433-5.4% | $4,002-66.1% | $1,963-30.9% |
| Participant deferral / active EE | $2,261 | $2,994-24.5% | $4,797-52.9% | $3,054-26.0% |
| Admin fee / account holder | $8 | $500-98.3% | $8,520-99.9% | $504-98.3% |