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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,525 |
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.
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 | $61,198 | $65,395-6.4% | $182,532-66.5% | $72,985-16.1% |
| Participation rate | 48.8% | 65.4%-16.7pp | 78.0%-29.2pp | 69.5%-20.7pp |
| Annual return | 22.54% | 27.68%-5.1pp | 148.54%-126.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $4,725 | $1,911+147.2% | $4,076+15.9% | $2,440+93.7% |
| Participant deferral / active EE | $10,164 | $3,563+185.3% | $5,524+84.0% | $3,607+181.8% |
| Admin fee / account holder | $31 | $4,245-99.3% | $8,592-99.6% | $5,124-99.4% |