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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,799 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,410 |
ADP BROKER-DEALER6+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,979 | $35,986+108.4% | $77,482-3.2% | $73,488+2.0% |
| Participation rate | 52.7% | 40.8%+11.9pp | 54.2%-1.4pp | 70.7%-17.9pp |
| Annual return | 15.70% | 19.26%-3.6pp | 54.79%-39.1pp | 28.51%-12.8pp |
| Employer contribution / active EE | $954 | $557+71.2% | $986-3.3% | $2,270-58.0% |
| Participant deferral / active EE | $2,210 | $1,198+84.5% | $1,861+18.8% | $3,740-40.9% |
| Admin fee / account holder | $307 | $466-34.1% | $2,858-89.3% | $513-40.2% |