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 37 · EIN 13-3036745 | Loan Processing | $190 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,837 | $39,948+109.9% | $89,391-6.2% | $73,409+14.2% |
| Participation rate | 9.1% | 50.4%-41.3pp | 68.0%-58.9pp | 72.2%-63.1pp |
| Annual return | 17.97% | 50.12%-32.2pp | 245.62%-227.6pp | 59.29%-41.3pp |
| Employer contribution / active EE | $220 | $1,200-81.7% | $2,586-91.5% | $2,234-90.1% |
| Participant deferral / active EE | $468 | $2,193-78.6% | $3,890-88.0% | $3,805-87.7% |
| Admin fee / account holder | $2 | $134-98.2% | $4,881-100.0% | $158-98.5% |