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 | $2,796 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,298 | $43,133-80.8% | $89,391-90.7% | $73,488-88.7% |
| Participation rate | 58.4% | 55.0%+3.4pp | 68.0%-9.6pp | 70.7%-12.3pp |
| Annual return | 21.00% | 135.66%-114.7pp | 245.62%-224.6pp | 28.51%-7.5pp |
| Employer contribution / active EE | $624 | $1,438-56.6% | $2,586-75.9% | $2,270-72.5% |
| Participant deferral / active EE | $1,150 | $2,445-52.9% | $3,890-70.4% | $3,740-69.2% |
| Admin fee / account holder | $45 | $444-90.0% | $4,881-99.1% | $513-91.3% |