Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,715 | $27,243-13.0% | $52,425-54.8% | $79,634-70.2% |
| Participation rate | 30.4% | 22.4%+8.0pp | 55.6%-25.3pp | 62.5%-32.1pp |
| Annual return | 16.19% | 63.36%-47.2pp | 302.12%-285.9pp | 36.46%-20.3pp |
| Employer contribution / active EE | $475 | $319+48.9% | $914-48.0% | $2,529-81.2% |
| Participant deferral / active EE | $1,432 | $636+125.2% | $1,790-20.0% | $3,835-62.7% |
| Admin fee / account holder | $210 | $2,105-90.0% | $2,495-91.6% | $1,002-79.1% |