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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $20,506 | $75,183-72.7% | $123,892-83.4% | $55,167-62.8% |
| Participation rate | 56.2% | 72.8%-16.6pp | 81.4%-25.2pp | 69.0%-12.8pp |
| Annual return | 26.18% | 19.01%+7.2pp | 47.52%-21.3pp | 169.23%-143.0pp |
| Employer contribution / active EE | $220 | $2,823-92.2% | $4,617-95.2% | $1,963-88.8% |
| Participant deferral / active EE | $4,867 | $5,084-4.3% | $5,984-18.7% | $3,054+59.4% |
| Admin fee / account holder | $6 | $663-99.1% | $8,357-99.9% | $504-98.9% |