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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,615 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,916 | $43,504+28.5% | $68,793-18.7% | $56,287-0.7% |
| Participation rate | 36.4% | 67.8%-31.4pp | 72.2%-35.8pp | 69.9%-33.4pp |
| Annual return | -4.80% | -3.15%-1.7pp | -4.63%-0.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $723 | $1,525-52.6% | $2,625-72.5% | $2,111-65.8% |
| Participant deferral / active EE | $1,764 | $2,509-29.7% | $3,311-46.7% | $3,350-47.3% |
| Admin fee / account holder | $49 | $515-90.6% | $5,131-99.1% | $521-90.7% |