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 | $39,206 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,020 |
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.
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 | $58,497 | $31,388+86.4% | $73,545-20.5% | $62,292-6.1% |
| Participation rate | 47.6% | 39.9%+7.8pp | 54.9%-7.3pp | 69.5%-21.9pp |
| Annual return | 15.07% | 25.34%-10.3pp | -15.16%+30.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $812 | $498+63.2% | $1,219-33.4% | $2,042-60.2% |
| Participant deferral / active EE | $1,828 | $1,028+77.8% | $1,806+1.2% | $3,169-42.3% |
| Admin fee / account holder | $32 | $299-89.2% | $2,320-98.6% | $479-93.2% |