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 35-0145825 | Recordkeeping | $6,602 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,600 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $30,753 | $63,905-51.9% | $74,183-58.5% | $57,658-46.7% |
| Participation rate | 67.5% | 79.8%-12.2pp | 76.6%-9.1pp | 70.2%-2.7pp |
| Annual return | 13.38% | 60.60%-47.2pp | 17.74%-4.4pp | 5.13%+8.2pp |
| Employer contribution / active EE | $1,462 | $1,840-20.6% | $2,370-38.3% | $1,974-25.9% |
| Participant deferral / active EE | $2,625 | $3,448-23.9% | $3,550-26.0% | $3,061-14.2% |
| Admin fee / account holder | $27 | $91-69.9% | $5,586-99.5% | $95-71.0% |