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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,726 | $65,395-86.7% | $182,532-95.2% | $72,985-88.0% |
| Participation rate | 69.8% | 65.4%+4.3pp | 78.0%-8.2pp | 69.5%+0.3pp |
| Annual return | 23.29% | 27.68%-4.4pp | 148.54%-125.2pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,788 | $1,911+45.9% | $4,076-31.6% | $2,440+14.3% |
| Participant deferral / active EE | $913 | $3,563-74.4% | $5,524-83.5% | $3,607-74.7% |
| Admin fee / account holder | $71 | $4,245-98.3% | $8,592-99.2% | $5,124-98.6% |