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 | $21,284 |
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 | $38,011 | $41,617-8.7% | $84,611-55.1% | $77,787-51.1% |
| Participation rate | 55.4% | 45.0%+10.3pp | 68.2%-12.9pp | 73.2%-17.9pp |
| Annual return | 26.62% | 24.97%+1.7pp | 258.74%-232.1pp | 32.57%-6.0pp |
| Employer contribution / active EE | $2,099 | $1,061+97.9% | $2,652-20.8% | $2,504-16.2% |
| Participant deferral / active EE | $6,018 | $2,129+182.7% | $3,899+54.4% | $3,967+51.7% |
| Admin fee / account holder | $25 | $121-79.5% | $4,912-99.5% | $100-75.3% |