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 |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $11,589 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,895 |
ADP BROKER-DEALER3+ 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.
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 | $82,199 | $71,192+15.5% | $117,854-30.3% | $62,292+32.0% |
| Participation rate | 53.3% | 74.2%-20.9pp | 79.7%-26.4pp | 69.5%-16.2pp |
| Annual return | 15.80% | 18.66%-2.9pp | 335.08%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,710 | $3,189-15.0% | $4,482-39.5% | $3,169-14.5% |
| Admin fee / account holder | $162 | $587-72.3% | $8,020-98.0% | $479-66.1% |