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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,505 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 7 BATES WAY · HINGHAM, MA 02043 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,500 | $59,584+1.5% | $86,874-30.4% | $79,386-23.8% |
| Participation rate | 22.7% | 67.7%-45.0pp | 71.6%-48.9pp | 70.7%-48.0pp |
| Annual return | 13.47% | 23.15%-9.7pp | 63.52%-50.0pp | 116.85%-103.4pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,495-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,316 | $3,036-56.7% | $3,699-64.4% | $4,046-67.5% |
| Admin fee / account holder | $18 | $604-97.0% | $5,828-99.7% | $626-97.1% |