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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,050 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $7,588 | $48,576-84.4% | $169,463-95.5% | $56,287-86.5% |
| Participation rate | 82.7% | 65.8%+16.9pp | 77.8%+4.9pp | 69.9%+12.9pp |
| Annual return | -9.36% | -2.51%-6.8pp | 1.83%-11.2pp | -9.96%+0.6pp |
| Employer contribution / active EE | $633 | $1,559-59.4% | $4,159-84.8% | $2,111-70.0% |
| Participant deferral / active EE | $1,866 | $3,275-43.0% | $5,277-64.6% | $3,350-44.3% |
| Admin fee / account holder | $14 | $435-96.7% | $9,109-99.8% | $521-97.3% |