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 | $4,248 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $12,664 | $56,972-77.8% | $182,532-93.1% | $65,185-80.6% |
| Participation rate | 85.8% | 66.5%+19.3pp | 78.0%+7.9pp | 70.2%+15.6pp |
| Annual return | 27.94% | 27.67%+0.3pp | 148.54%-120.6pp | 29.38%-1.4pp |
| Employer contribution / active EE | $766 | $1,615-52.5% | $4,076-81.2% | $2,177-64.8% |
| Participant deferral / active EE | $2,321 | $3,526-34.2% | $5,524-58.0% | $3,514-33.9% |
| Admin fee / account holder | $43 | $528-91.8% | $8,592-99.5% | $847-94.9% |