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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $35,633 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,701 |
ADP BROKER-DEALER5+ 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 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 | $81,367 | $49,138+65.6% | $84,015-3.2% | $65,185+24.8% |
| Participation rate | 69.9% | 60.7%+9.2pp | 69.0%+0.9pp | 70.2%-0.3pp |
| Annual return | 19.08% | 23.00%-3.9pp | 71.31%-52.2pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,692 | $914+85.2% | $1,983-14.7% | $2,177-22.3% |
| Participant deferral / active EE | $4,190 | $2,397+74.8% | $3,239+29.4% | $3,514+19.2% |
| Admin fee / account holder | $128 | $543-76.4% | $6,101-97.9% | $847-84.9% |