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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,635 | $75,183-83.2% | $123,892-89.8% | $55,167-77.1% |
| Participation rate | 80.0% | 72.8%+7.2pp | 81.4%-1.4pp | 69.0%+11.0pp |
| Annual return | 154.35% | 19.01%+135.3pp | 47.52%+106.8pp | 169.23%-14.9pp |
| Employer contribution / active EE | $3,091 | $2,823+9.5% | $4,617-33.0% | $1,963+57.5% |
| Participant deferral / active EE | $5,248 | $5,084+3.2% | $5,984-12.3% | $3,054+71.8% |
| Admin fee / account holder | $28 | $663-95.7% | $8,357-99.7% | $504-94.4% |