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 | $1,796 |
ADP BROKER-DEALER3 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.
Annual investment return 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 | $18,780 | $49,227-61.9% | $70,449-73.3% | $79,858-76.5% |
| Participation rate | 38.3% | 69.2%-30.9pp | 75.1%-36.8pp | 69.6%-31.3pp |
| Annual return | 5.55% | 30.06%-24.5pp | 109.03%-103.5pp | 31.71%-26.2pp |
| Employer contribution / active EE | $886 | $2,099-57.8% | $2,737-67.6% | $2,471-64.1% |
| Participant deferral / active EE | $1,325 | $2,768-52.1% | $3,709-64.3% | $3,740-64.6% |
| Admin fee / account holder | $26 | $2,878-99.1% | $3,845-99.3% | $5,306-99.5% |