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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,208 |
ADP BROKER-DEALER1+ 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.
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 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 | $21,207 | $30,599-30.7% | $74,583-71.6% | $57,658-63.2% |
| Participation rate | 40.5% | 49.1%-8.7pp | 68.1%-27.6pp | 70.2%-29.7pp |
| Annual return | 11.04% | 14.24%-3.2pp | 20.47%-9.4pp | 5.13%+5.9pp |
| Employer contribution / active EE | $402 | $1,000-59.8% | $2,525-84.1% | $1,974-79.6% |
| Participant deferral / active EE | $1,325 | $1,805-26.6% | $3,458-61.7% | $3,061-56.7% |
| Admin fee / account holder | $41 | $98-58.3% | $4,138-99.0% | $95-56.7% |