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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,434 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,857 | $63,745-12.4% | $98,442-43.3% | $79,386-29.6% |
| Participation rate | 59.9% | 69.9%-10.0pp | 73.3%-13.5pp | 70.7%-10.8pp |
| Annual return | 43.46% | 625.80%-582.3pp | 1492.73%-1449.3pp | 116.85%-73.4pp |
| Employer contribution / active EE | $1,424 | $2,557-44.3% | $2,960-51.9% | $2,427-41.3% |
| Participant deferral / active EE | $5,693 | $3,303+72.4% | $4,276+33.1% | $4,046+40.7% |
| Admin fee / account holder | $191 | $516-63.0% | $5,949-96.8% | $626-69.5% |