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+ years Filed as: ADP RETIREMENT SERVICES Service code 15 · EIN 22-1467904 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Recordkeeping | $8,520 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,394 | $48,076+25.6% | $78,689-23.2% | $62,891-4.0% |
| Participation rate | 14.6% | 65.2%-50.6pp | 73.6%-58.9pp | 69.3%-54.7pp |
| Annual return | -3.43% | 31.35%-34.8pp | 62.18%-65.6pp | 20.14%-23.6pp |
| Employer contribution / active EE | $4,810 | $2,015+138.7% | $2,851+68.7% | $2,281+110.9% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $104 | $3,207-96.8% | $4,510-97.7% | $4,296-97.6% |