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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,675 |
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.
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 | $38,227 | $80,177-52.3% | $123,892-69.1% | $57,658-33.7% |
| Participation rate | 64.4% | 74.4%-10.1pp | 81.4%-17.1pp | 70.2%-5.9pp |
| Annual return | 10.96% | 17.90%-6.9pp | 47.52%-36.6pp | 5.13%+5.8pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,594 | $5,130-10.5% | $5,984-23.2% | $3,061+50.1% |
| Admin fee / account holder | $12 | $106-88.9% | $8,357-99.9% | $95-87.5% |