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 7-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,814 | $77,503-39.6% | $100,391-53.4% | $80,856-42.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 19.39% | 37.20%-17.8pp | 49.20%-29.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $6,259 | $2,801+123.5% | $3,942+58.8% | $2,755+127.2% |
| Participant deferral / active EE | $11,144 | $6,820+63.4% | $8,082+37.9% | $4,296+159.4% |
| Admin fee / account holder | $381 | $5,897-93.5% | $7,899-95.2% | $6,918-94.5% |