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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,061 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Filed as: MML INVESTORS Service code 49 10000 N CENTRAL EXPY #1200 · DALLAS, TX 75231 | 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 | $30,829 | $37,044-16.8% | $71,796-57.1% | $57,658-46.5% |
| Participation rate | 53.4% | 61.1%-7.7pp | 69.1%-15.7pp | 70.2%-16.8pp |
| Annual return | 8.10% | 12.64%-4.5pp | 78.04%-69.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $267 | $720-63.0% | $1,924-86.1% | $1,974-86.5% |
| Participant deferral / active EE | $2,046 | $1,974+3.6% | $2,794-26.8% | $3,061-33.1% |
| Admin fee / account holder | $20 | $101-79.9% | $4,815-99.6% | $95-78.5% |