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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,752 |
ADP BROKER-DEALER5 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.
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 | $32,667 | $53,822-39.3% | $75,696-56.8% | $85,850-61.9% |
| Participation rate | 55.1% | 69.1%-14.0pp | 74.8%-19.8pp | 69.3%-14.3pp |
| Annual return | 13.15% | 24.54%-11.4pp | 104.53%-91.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $508 | $2,017-74.8% | $2,743-81.5% | $2,565-80.2% |
| Participant deferral / active EE | $3,847 | $2,895+32.9% | $3,821+0.7% | $3,952-2.6% |
| Admin fee / account holder | $25 | $3,343-99.2% | $3,619-99.3% | $6,260-99.6% |