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 8-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 | $21,479 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $13,067 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
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 | $18,209 | $59,263-69.3% | $96,562-81.1% | $79,386-77.1% |
| Participation rate | 88.0% | 61.9%+26.1pp | 69.8%+18.2pp | 70.7%+17.3pp |
| Annual return | 31.51% | 27.07%+4.4pp | 37.78%-6.3pp | 116.85%-85.3pp |
| Employer contribution / active EE | $2,406 | $1,216+98.0% | $2,356+2.1% | $2,427-0.9% |
| Participant deferral / active EE | $3,967 | $2,948+34.6% | $3,849+3.1% | $4,046-1.9% |
| Admin fee / account holder | $163 | $658-75.3% | $6,181-97.4% | $626-74.0% |