Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,512 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,650 | $29,546-94.4% | $56,441-97.1% | $77,671-97.9% |
| Participation rate | 86.4% | 32.7%+53.7pp | 52.5%+33.9pp | 70.6%+15.8pp |
| Annual return | 15.43% | 19.01%-3.6pp | 1704.21%-1688.8pp | 31.21%-15.8pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,122 | $1,061+5.8% | $1,953-42.5% | $4,648-75.9% |
| Admin fee / account holder | $14 | $1,046-98.7% | $2,829-99.5% | $430-96.8% |