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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,014 |
ADP BROKER-DEALER4+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,505 | $79,519-13.9% | $95,952-28.6% | $73,409-6.7% |
| Participation rate | 69.2% | 81.2%-12.0pp | 77.1%-7.9pp | 72.2%-3.0pp |
| Annual return | 13.97% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,406 | $2,048-31.4% | $2,541-44.7% | $2,234-37.1% |
| Participant deferral / active EE | $2,726 | $4,138-34.1% | $4,167-34.6% | $3,805-28.4% |
| Admin fee / account holder | $157 | $184-14.8% | $6,795-97.7% | $158-0.5% |