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 | $36,482 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $60,482 | $53,345+13.4% | $121,098-50.1% | $74,419-18.7% |
| Participation rate | 63.1% | 60.0%+3.1pp | 69.5%-6.4pp | 70.7%-7.6pp |
| Annual return | 16.65% | 35.15%-18.5pp | 985.75%-969.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,149 | $1,898+65.9% | $4,164-24.4% | $2,637+19.4% |
| Participant deferral / active EE | $636 | $3,221-80.3% | $4,080-84.4% | $4,528-86.0% |
| Admin fee / account holder | $132 | $382-65.5% | $5,644-97.7% | $348-62.1% |