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 9-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,768 |
ADP BROKER-DEALER1+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,381 | $69,305-12.9% | $82,313-26.6% | $69,631-13.3% |
| Participation rate | 59.9% | 80.3%-20.4pp | 76.9%-17.0pp | 70.7%-10.8pp |
| Annual return | 14.57% | 21.47%-6.9pp | 25.88%-11.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $935 | $1,887-50.5% | $2,428-61.5% | $2,032-54.0% |
| Participant deferral / active EE | $1,679 | $3,568-52.9% | $3,706-54.7% | $3,224-47.9% |
| Admin fee / account holder | $50 | $97-48.3% | $5,608-99.1% | $110-54.5% |