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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $930 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,433 | $58,655+37.1% | $91,989-12.6% | $65,185+23.4% |
| Participation rate | 60.0% | 75.3%-15.3pp | 78.6%-18.6pp | 70.2%-10.2pp |
| Annual return | 20.65% | 33.92%-13.3pp | 69.02%-48.4pp | 29.38%-8.7pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,675 | $5,474-51.1% | $5,923-54.8% | $3,514-23.9% |
| Admin fee / account holder | $7 | $434-98.4% | $7,743-99.9% | $847-99.2% |