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 7-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 | $6,669 |
ADP BROKER-DEALER2+ 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.
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 | $30,178 | $29,369+2.8% | $77,482-61.1% | $73,409-58.9% |
| Participation rate | 41.9% | 37.9%+3.9pp | 54.2%-12.3pp | 72.2%-30.3pp |
| Annual return | 13.66% | 358.15%-344.5pp | 54.79%-41.1pp | 59.29%-45.6pp |
| Employer contribution / active EE | $116 | $406-71.4% | $986-88.2% | $2,234-94.8% |
| Participant deferral / active EE | $1,205 | $941+28.1% | $1,861-35.3% | $3,805-68.3% |
| Admin fee / account holder | $24 | $123-80.6% | $2,858-99.2% | $158-84.9% |