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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,136 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,856 | $35,986-42.0% | $77,482-73.1% | $73,488-71.6% |
| Participation rate | 11.8% | 40.8%-29.0pp | 54.2%-42.3pp | 70.7%-58.8pp |
| Annual return | 27.26% | 19.26%+8.0pp | 54.79%-27.5pp | 28.51%-1.3pp |
| Employer contribution / active EE | $270 | $557-51.6% | $986-72.7% | $2,270-88.1% |
| Participant deferral / active EE | $573 | $1,198-52.2% | $1,861-69.2% | $3,740-84.7% |
| Admin fee / account holder | $143 | $466-69.4% | $2,858-95.0% | $513-72.2% |