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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,582 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,647 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,534 | $36,806-52.4% | $69,647-74.8% | $77,643-77.4% |
| Participation rate | 86.1% | 64.4%+21.8pp | 66.5%+19.7pp | 70.6%+15.6pp |
| Annual return | 1065.25% | 38.81%+1026.4pp | 100.48%+964.8pp | 31.24%+1034.0pp |
| Employer contribution / active EE | $254 | $1,257-79.8% | $1,712-85.2% | $2,726-90.7% |
| Participant deferral / active EE | $1,452 | $2,738-47.0% | $2,886-49.7% | $4,647-68.7% |
| Admin fee / account holder | $104 | $507-79.5% | $4,713-97.8% | $430-75.8% |