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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,820 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,188 | $55,453-83.4% | $170,442-94.6% | $62,292-85.3% |
| Participation rate | 86.5% | 66.4%+20.2pp | 83.6%+2.9pp | 69.5%+17.0pp |
| Annual return | 16.52% | 21.38%-4.9pp | 205.93%-189.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $232 | $2,164-89.3% | $5,433-95.7% | $2,042-88.6% |
| Participant deferral / active EE | $1,381 | $2,303-40.0% | $4,939-72.0% | $3,169-56.4% |
| Admin fee / account holder | $131 | $455-71.1% | $13,880-99.1% | $479-72.6% |