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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,000 |
ADP BROKER-DEALER5+ 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.
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 | $18,247 | $40,522-55.0% | $84,611-78.4% | $67,579-73.0% |
| Participation rate | 7.8% | 51.1%-43.3pp | 68.2%-60.5pp | 71.3%-63.5pp |
| Annual return | 19.43% | 32.72%-13.3pp | 258.74%-239.3pp | 378.56%-359.1pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $841 | $2,132-60.5% | $3,899-78.4% | $3,539-76.2% |
| Admin fee / account holder | $55 | $145-62.5% | $4,912-98.9% | $142-61.7% |