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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER6+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,203 | $35,986-21.6% | $77,482-63.6% | $73,488-61.6% |
| Participation rate | 38.2% | 40.8%-2.6pp | 54.2%-16.0pp | 70.7%-32.5pp |
| Annual return | 14.49% | 19.26%-4.8pp | 54.79%-40.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $600 | $557+7.6% | $986-39.2% | $2,270-73.6% |
| Participant deferral / active EE | $1,393 | $1,198+16.3% | $1,861-25.2% | $3,740-62.8% |
| Admin fee / account holder | $9 | $466-98.0% | $2,858-99.7% | $513-98.2% |