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 6-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,741 |
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).
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 | $6,932 | $101,499-93.2% | $147,005-95.3% | $74,546-90.7% |
| Participation rate | 95.1% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 13.27% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $997 | $3,811-73.8% | $4,934-79.8% | $2,624-62.0% |
| Participant deferral / active EE | $1,985 | $7,304-72.8% | $8,070-75.4% | $4,347-54.3% |
| Admin fee / account holder | $160 | $1,748-90.8% | $13,006-98.8% | $1,944-91.7% |