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 | $3,976 |
ADP BROKER-DEALER2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,763 | $99,957-88.2% | $149,696-92.1% | $73,488-84.0% |
| Participation rate | 65.5% | 75.7%-10.2pp | 82.5%-17.0pp | 70.7%-5.2pp |
| Annual return | 69.25% | 53.87%+15.4pp | 276.60%-207.4pp | 28.51%+40.7pp |
| Employer contribution / active EE | $2,772 | $3,191-13.1% | $4,644-40.3% | $2,270+22.1% |
| Participant deferral / active EE | $1,374 | $6,073-77.4% | $6,842-79.9% | $3,740-63.3% |
| Admin fee / account holder | $24 | $551-95.7% | $9,309-99.7% | $513-95.4% |