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 | $7,940 |
ADP BROKER-DEALER4+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,007 | $71,106-60.6% | $83,333-66.4% | $75,289-62.8% |
| Participation rate | 69.5% | 82.0%-12.5pp | 77.8%-8.3pp | 72.4%-2.9pp |
| Annual return | 0.12% | -0.56%+0.7pp | 10.63%-10.5pp | -0.04%+0.2pp |
| Employer contribution / active EE | $1,981 | $2,436-18.7% | $3,379-41.4% | $2,405-17.6% |
| Participant deferral / active EE | $6,947 | $6,249+11.2% | $5,565+24.8% | $3,739+85.8% |
| Admin fee / account holder | $7 | $72-90.3% | $7,510-99.9% | $102-93.1% |