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 8-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,694 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,656 | $69,477-73.1% | $94,646-80.3% | $71,457-73.9% |
| Participation rate | 92.1% | 78.4%+13.6pp | 80.8%+11.3pp | 67.9%+24.2pp |
| Annual return | 24.33% | 29.66%-5.3pp | 156.71%-132.4pp | 28.85%-4.5pp |
| Employer contribution / active EE | $256 | $2,853-91.0% | $3,672-93.0% | $2,588-90.1% |
| Participant deferral / active EE | $4,550 | $7,345-38.0% | $7,418-38.7% | $4,289+6.1% |
| Admin fee / account holder | $22 | $1,210-98.2% | $7,231-99.7% | $1,587-98.6% |