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 | $77,623 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,384 | $73,125-40.7% | $125,175-65.3% | $77,787-44.2% |
| Participation rate | 47.0% | 79.4%-32.5pp | 79.8%-32.8pp | 73.2%-26.2pp |
| Annual return | 26.63% | 24.71%+1.9pp | 43.79%-17.2pp | 32.57%-5.9pp |
| Employer contribution / active EE | $865 | $2,413-64.1% | $3,865-77.6% | $2,504-65.4% |
| Participant deferral / active EE | $1,483 | $3,966-62.6% | $4,937-70.0% | $3,967-62.6% |
| Admin fee / account holder | $142 | $89+59.2% | $9,702-98.5% | $100+42.3% |