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 | $470 |
ADP BROKER-DEALER6+ 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 | $41,036 | $73,638-44.3% | $95,952-57.2% | $73,488-44.2% |
| Participation rate | 45.8% | 76.2%-30.4pp | 77.1%-31.3pp | 70.7%-24.9pp |
| Annual return | 15.48% | 16.78%-1.3pp | 91.61%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $342 | $1,863-81.6% | $2,541-86.5% | $2,270-84.9% |
| Participant deferral / active EE | $2,236 | $3,617-38.2% | $4,167-46.3% | $3,740-40.2% |
| Admin fee / account holder | $6 | $482-98.8% | $6,795-99.9% | $513-98.9% |