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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,695 |
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 | $69,057 | $73,638-6.2% | $95,952-28.0% | $73,488-6.0% |
| Participation rate | 65.3% | 76.2%-10.9pp | 77.1%-11.8pp | 70.7%-5.4pp |
| Annual return | 13.03% | 16.78%-3.8pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,420 | $1,863-23.8% | $2,541-44.1% | $2,270-37.5% |
| Participant deferral / active EE | $4,494 | $3,617+24.3% | $4,167+7.9% | $3,740+20.2% |
| Admin fee / account holder | $12 | $482-97.6% | $6,795-99.8% | $513-97.8% |