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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,950 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,756 | $56,640-49.2% | $80,975-64.5% | $57,658-50.1% |
| Participation rate | 42.6% | 75.9%-33.3pp | 75.8%-33.2pp | 70.2%-27.7pp |
| Annual return | 30.86% | 19.97%+10.9pp | 17.10%+13.8pp | 5.13%+25.7pp |
| Employer contribution / active EE | $3 | $2,085-99.8% | $3,714-99.9% | $1,974-99.8% |
| Participant deferral / active EE | $4,541 | $4,944-8.1% | $5,696-20.3% | $3,061+48.4% |
| Admin fee / account holder | $10 | $87-88.8% | $5,516-99.8% | $95-89.6% |