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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,134 |
ADP BROKER-DEALER1 year 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 | $39,298 | $69,305-43.3% | $82,313-52.3% | $69,631-43.6% |
| Participation rate | 62.5% | 80.3%-17.8pp | 76.9%-14.4pp | 70.7%-8.2pp |
| Annual return | 14.89% | 21.47%-6.6pp | 25.88%-11.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $680 | $1,887-64.0% | $2,428-72.0% | $2,032-66.6% |
| Participant deferral / active EE | $3,470 | $3,568-2.8% | $3,706-6.4% | $3,224+7.6% |
| Admin fee / account holder | $74 | $97-23.8% | $5,608-98.7% | $110-33.0% |