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 | $21,800 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $6,849 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,566 | $88,083-63.0% | $164,813-80.2% | $74,495-56.3% |
| Participation rate | 65.3% | 73.0%-7.7pp | 78.6%-13.3pp | 67.2%-1.9pp |
| Annual return | 10.20% | 17.26%-7.1pp | 69.93%-59.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,024 | $2,593-60.5% | $4,341-76.4% | $2,623-61.0% |
| Participant deferral / active EE | $3,444 | $4,498-23.4% | $6,031-42.9% | $4,346-20.8% |
| Admin fee / account holder | $235 | $2,234-89.5% | $12,690-98.1% | $1,942-87.9% |