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 | $1,529 |
ADP BROKER-DEALER6+ 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.
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 | $56,073 | $73,638-23.9% | $95,952-41.6% | $73,488-23.7% |
| Participation rate | 68.7% | 76.2%-7.5pp | 77.1%-8.4pp | 70.7%-2.0pp |
| Annual return | 12.06% | 16.78%-4.7pp | 91.61%-79.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,018 | $1,863-45.4% | $2,541-59.9% | $2,270-55.2% |
| Participant deferral / active EE | $3,160 | $3,617-12.6% | $4,167-24.2% | $3,740-15.5% |
| Admin fee / account holder | $14 | $482-97.0% | $6,795-99.8% | $513-97.2% |