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 | $17,499 |
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).
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 | $32,020 | $52,953-39.5% | $172,739-81.5% | $65,185-50.9% |
| Participation rate | 59.7% | 66.2%-6.5pp | 82.6%-22.9pp | 70.2%-10.5pp |
| Annual return | 29.80% | 30.12%-0.3pp | 802.84%-773.0pp | 29.38%+0.4pp |
| Employer contribution / active EE | $1,802 | $2,190-17.7% | $5,143-65.0% | $2,177-17.2% |
| Participant deferral / active EE | $2,439 | $2,471-1.3% | $5,198-53.1% | $3,514-30.6% |
| Admin fee / account holder | $148 | $472-68.6% | $13,954-98.9% | $847-82.5% |