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 | $4,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,170 | $95,193-72.5% | $76,523-65.8% | $135,375-80.7% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -1.77% | 4.85%-6.6pp | -0.27%-1.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $165 | $3,302-95.0% | $2,647-93.8% | $4,779-96.5% |
| Participant deferral / active EE | $5,456 | $4,639+17.6% | $3,835+42.3% | $5,609-2.7% |
| Admin fee / account holder | $255 | $6,249-95.9% | $4,848-94.7% | $10,827-97.6% |