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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,141 | $52,953-52.5% | $172,739-85.4% | $65,185-61.4% |
| Participation rate | 36.2% | 66.2%-30.0pp | 82.6%-46.5pp | 70.2%-34.0pp |
| Annual return | 17.87% | 30.12%-12.3pp | 802.84%-785.0pp | 29.38%-11.5pp |
| Employer contribution / active EE | $278 | $2,190-87.3% | $5,143-94.6% | $2,177-87.2% |
| Participant deferral / active EE | $874 | $2,471-64.6% | $5,198-83.2% | $3,514-75.1% |
| Admin fee / account holder | $84 | $472-82.3% | $13,954-99.4% | $847-90.1% |