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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,525 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1701 RIVER RUN RD STE 1014 · FORT WORTH, TX 76107 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $13,077 | $36,767-64.4% | $81,478-84.0% | $62,292-79.0% |
| Participation rate | 46.4% | 54.4%-8.1pp | 68.0%-21.6pp | 69.5%-23.2pp |
| Annual return | 12.61% | 173.80%-161.2pp | 38.78%-26.2pp | 28.90%-16.3pp |
| Employer contribution / active EE | $408 | $1,128-63.8% | $2,568-84.1% | $2,042-80.0% |
| Participant deferral / active EE | $1,314 | $2,111-37.7% | $3,537-62.8% | $3,169-58.5% |
| Admin fee / account holder | $18 | $797-97.7% | $4,561-99.6% | $479-96.2% |