Filed December 3, 2024
Total covered: 27 employees
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 | $7,182 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: M HOLDINGS Service code 49 210 N CAMPBELL STREET · EL PASO, TX 79901 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $61,375 | $69,159-11.3% | $125,175-51.0% | $67,579-9.2% |
| Participation rate | 62.8% | 78.2%-15.4pp | 79.8%-16.9pp | 71.3%-8.4pp |
| Annual return | 23.35% | 27.12%-3.8pp | 43.79%-20.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,723 | $2,023-14.9% | $3,865-55.4% | $2,148-19.8% |
| Participant deferral / active EE | $3,022 | $3,700-18.3% | $4,937-38.8% | $3,539-14.6% |
| Admin fee / account holder | $23 | $142-83.4% | $9,702-99.8% | $142-83.5% |