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 | $25,978 |
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 | $28,633 | $55,636-48.5% | $81,983-65.1% | $73,488-61.0% |
| Participation rate | 68.4% | 62.3%+6.1pp | 69.2%-0.9pp | 70.7%-2.3pp |
| Annual return | 16.30% | 19.07%-2.8pp | 41.31%-25.0pp | 28.51%-12.2pp |
| Employer contribution / active EE | $894 | $1,625-45.0% | $2,498-64.2% | $2,270-60.6% |
| Participant deferral / active EE | $2,666 | $2,762-3.5% | $3,722-28.4% | $3,740-28.7% |
| Admin fee / account holder | $135 | $493-72.7% | $5,664-97.6% | $513-73.8% |