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 9-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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,650 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,359 | $40,522-76.9% | $84,611-88.9% | $67,579-86.2% |
| Participation rate | 25.7% | 51.1%-25.4pp | 68.2%-42.5pp | 71.3%-45.5pp |
| Annual return | 31.78% | 32.72%-0.9pp | 258.74%-227.0pp | 378.56%-346.8pp |
| Employer contribution / active EE | $533 | $1,146-53.5% | $2,652-79.9% | $2,148-75.2% |
| Participant deferral / active EE | $1,115 | $2,132-47.7% | $3,899-71.4% | $3,539-68.5% |
| Admin fee / account holder | $9 | $145-93.8% | $4,912-99.8% | $142-93.6% |