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 | $9,296 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,273 | $62,267-40.1% | $110,238-66.2% | $55,725-33.1% |
| Participation rate | 43.6% | 78.1%-34.5pp | 79.8%-36.2pp | 70.9%-27.2pp |
| Annual return | -6.15% | -1.07%-5.1pp | 314.74%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $771 | $1,941-60.3% | $3,826-79.9% | $2,078-62.9% |
| Participant deferral / active EE | $1,299 | $3,516-63.1% | $4,672-72.2% | $3,356-61.3% |
| Admin fee / account holder | $23 | $121-80.9% | $8,547-99.7% | $115-79.9% |