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 | $5,230 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,187 | $56,095-76.5% | $178,490-92.6% | $90,288-85.4% |
| Participation rate | 48.2% | 65.6%-17.4pp | 81.9%-33.7pp | 73.4%-25.2pp |
| Annual return | 64.40% | 28.81%+35.6pp | 151.07%-86.7pp | 53.97%+10.4pp |
| Employer contribution / active EE | $431 | $1,572-72.6% | $5,011-91.4% | $2,524-82.9% |
| Participant deferral / active EE | $1,504 | $2,669-43.7% | $5,202-71.1% | $4,232-64.5% |
| Admin fee / account holder | $5 | $101-94.8% | $13,984-100.0% | $114-95.4% |