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 | $23,987 |
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.
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 | $36,046 | $58,879-38.8% | $178,490-79.8% | $73,488-51.0% |
| Participation rate | 64.3% | 66.2%-1.9pp | 81.9%-17.6pp | 70.7%-6.3pp |
| Annual return | 18.34% | 24.86%-6.5pp | 151.07%-132.7pp | 28.51%-10.2pp |
| Employer contribution / active EE | $155 | $2,236-93.1% | $5,011-96.9% | $2,270-93.2% |
| Participant deferral / active EE | $4,533 | $2,567+76.6% | $5,202-12.8% | $3,740+21.2% |
| Admin fee / account holder | $174 | $400-56.6% | $13,984-98.8% | $513-66.1% |