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-DEALER5+ 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 | $83,027 | $65,376+27.0% | $87,100-4.7% | $65,185+27.4% |
| Participation rate | 48.7% | 75.3%-26.7pp | 76.9%-28.2pp | 70.2%-21.5pp |
| Annual return | 25.62% | 31.27%-5.7pp | 28.19%-2.6pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,017 | $1,822-44.2% | $2,521-59.7% | $2,177-53.3% |
| Participant deferral / active EE | $4,566 | $3,388+34.8% | $4,049+12.8% | $3,514+29.9% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |