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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,106 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 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 | $49,847 | $58,083-14.2% | $80,019-37.7% | $56,287-11.4% |
| Participation rate | 69.5% | 73.6%-4.1pp | 75.8%-6.4pp | 69.9%-0.4pp |
| Annual return | -5.48% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,118 | $3,135-32.4% | $3,686-42.5% | $3,350-36.8% |
| Admin fee / account holder | $32 | $623-94.8% | $6,521-99.5% | $521-93.8% |