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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
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 | $24,502 | $31,679-22.7% | $74,701-67.2% | $65,185-62.4% |
| Participation rate | 32.5% | 40.4%-7.8pp | 54.5%-21.9pp | 70.2%-37.7pp |
| Annual return | 29.35% | 39.04%-9.7pp | 752.92%-723.6pp | 29.38%0pp |
| Employer contribution / active EE | $355 | $566-37.2% | $1,084-67.2% | $2,177-83.7% |
| Participant deferral / active EE | $1,127 | $1,191-5.3% | $1,964-42.6% | $3,514-67.9% |
| Admin fee / account holder | $7 | $379-98.1% | $3,333-99.8% | $847-99.2% |