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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $44,469 |
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 | $30,460 | $155,795-80.4% | $136,294-77.7% | $69,631-56.3% |
| Participation rate | 32.2% | 75.2%-43.1pp | 81.9%-49.8pp | 70.7%-38.5pp |
| Annual return | 19.52% | 232464.33%-232444.8pp | 5155.94%-5136.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,062 | $5,394-43.2% | $6,247-51.0% | $3,224-5.0% |
| Admin fee / account holder | $187 | $128+45.5% | $9,243-98.0% | $110+69.0% |