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 | $902 |
ADP BROKER-DEALER7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,427 | $39,286-20.0% | $80,716-61.1% | $79,386-60.4% |
| Participation rate | 40.3% | 41.0%-0.6pp | 54.2%-13.9pp | 70.7%-30.4pp |
| Annual return | 13.69% | 98.95%-85.3pp | 87.28%-73.6pp | 116.85%-103.2pp |
| Employer contribution / active EE | $527 | $594-11.3% | $1,160-54.6% | $2,427-78.3% |
| Participant deferral / active EE | $1,752 | $1,264+38.7% | $2,146-18.3% | $4,046-56.7% |
| Admin fee / account holder | $9 | $647-98.7% | $3,380-99.7% | $626-98.6% |