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 |
|---|---|---|
Service code 15 · EIN 82-3226180 | Recordkeeping | $26,439 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,129 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $24,332 |
ADP BROKER-DEALER4 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,764 | $69,362+95.7% | $101,248+34.1% | $73,488+84.7% |
| Participation rate | 66.7% | 68.4%-1.7pp | 75.8%-9.1pp | 70.7%-4.0pp |
| Annual return | 17.53% | 18.46%-0.9pp | 46.47%-28.9pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,619 | $2,628-38.4% | $3,660-55.8% | $2,270-28.7% |
| Participant deferral / active EE | $7,360 | $3,300+123.0% | $4,370+68.4% | $3,740+96.8% |
| Admin fee / account holder | $545 | $704-22.5% | $5,945-90.8% | $513+6.2% |