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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
ADP BROKER-DEALER5+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,541 | $52,953-21.6% | $172,739-76.0% | $65,185-36.3% |
| Participation rate | 50.5% | 66.2%-15.7pp | 82.6%-32.2pp | 70.2%-19.7pp |
| Annual return | 21.54% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.8pp |
| Employer contribution / active EE | $188 | $2,190-91.4% | $5,143-96.3% | $2,177-91.3% |
| Participant deferral / active EE | $1,458 | $2,471-41.0% | $5,198-72.0% | $3,514-58.5% |
| Admin fee / account holder | $3 | $472-99.3% | $13,954-100.0% | $847-99.6% |