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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,145 |
ADP BROKER-DEALER6+ 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 | $48,990 | $39,948+22.6% | $89,391-45.2% | $73,409-33.3% |
| Participation rate | 38.0% | 50.4%-12.4pp | 68.0%-29.9pp | 72.2%-34.1pp |
| Annual return | 22.58% | 50.12%-27.5pp | 245.62%-223.0pp | 59.29%-36.7pp |
| Employer contribution / active EE | $1,758 | $1,200+46.5% | $2,586-32.0% | $2,234-21.3% |
| Participant deferral / active EE | $5,002 | $2,193+128.1% | $3,890+28.6% | $3,805+31.4% |
| Admin fee / account holder | $49 | $134-63.5% | $4,881-99.0% | $158-69.0% |