Filed April 19, 2022
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 37 · EIN 13-3036745 | Loan Processing | $285 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $71,371 | $46,722+52.8% | $130,648-45.4% | $65,185+9.5% |
| Participation rate | 41.1% | 60.9%-19.8pp | 71.7%-30.6pp | 70.2%-29.1pp |
| Annual return | 19.26% | 24.17%-4.9pp | 1708.96%-1689.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $648 | $1,488-56.4% | $4,092-84.2% | $2,177-70.2% |
| Participant deferral / active EE | $1,764 | $2,545-30.7% | $3,603-51.0% | $3,514-49.8% |
| Admin fee / account holder | $3 | $453-99.3% | $5,464-99.9% | $847-99.6% |