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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,425 |
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.
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 | $35,622 | $37,196-4.2% | $154,107-76.9% | $55,725-36.1% |
| Participation rate | 31.3% | 64.1%-32.8pp | 83.0%-51.7pp | 70.9%-39.5pp |
| Annual return | -4.35% | 1319.68%-1324.0pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $574 | $1,614-64.4% | $5,298-89.2% | $2,078-72.4% |
| Participant deferral / active EE | $1,292 | $2,068-37.5% | $5,081-74.6% | $3,356-61.5% |
| Admin fee / account holder | $16 | $102-84.6% | $13,411-99.9% | $115-86.4% |