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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,715 | $30,588-22.5% | $53,898-56.0% | $85,563-72.3% |
| Participation rate | 30.4% | 26.3%+4.0pp | 55.0%-24.6pp | 66.0%-35.6pp |
| Annual return | 16.19% | 50.42%-34.2pp | 528.60%-512.4pp | 31.51%-15.3pp |
| Employer contribution / active EE | $475 | $436+9.0% | $932-49.0% | $2,654-82.1% |
| Participant deferral / active EE | $1,432 | $848+68.8% | $1,826-21.6% | $4,375-67.3% |
| Admin fee / account holder | $210 | $1,879-88.8% | $2,491-91.6% | $834-74.8% |