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 | $1,336 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,063 | $84,936-37.5% | $111,297-52.3% | $79,386-33.2% |
| Participation rate | 63.2% | 75.9%-12.7pp | 77.3%-14.1pp | 70.7%-7.5pp |
| Annual return | 16.20% | 17.45%-1.3pp | 54.65%-38.4pp | 116.85%-100.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,924 | $3,888-24.8% | $4,487-34.8% | $4,046-27.7% |
| Admin fee / account holder | $271 | $537-49.5% | $7,964-96.6% | $626-56.7% |