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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,266 |
ADP BROKER-DEALER3+ 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.
Participant 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 | $27,065 | $155,795-82.6% | $136,294-80.1% | $69,631-61.1% |
| Participation rate | 11.9% | 75.2%-63.3pp | 81.9%-70.0pp | 70.7%-58.8pp |
| Annual return | 32.87% | 232464.33%-232431.5pp | 5155.94%-5123.1pp | 27571.02%-27538.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,394 | $5,394-74.1% | $6,247-77.7% | $3,224-56.7% |
| Admin fee / account holder | $12 | $128-90.3% | $9,243-99.9% | $110-88.7% |