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 Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $67,878 | $59,186+14.7% | $76,768-11.6% | $56,287+20.6% |
| Participation rate | 52.8% | 75.2%-22.4pp | 77.0%-24.1pp | 69.9%-17.0pp |
| Annual return | -5.86% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,021 | $1,759-42.0% | $2,485-58.9% | $2,111-51.7% |
| Participant deferral / active EE | $4,395 | $3,255+35.0% | $3,852+14.1% | $3,350+31.2% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |