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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,790 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,010 | $80,753-72.7% | $136,294-83.9% | $62,292-64.7% |
| Participation rate | 86.9% | 73.5%+13.3pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 47.01% | 35.83%+11.2pp | 5155.94%-5108.9pp | 28.90%+18.1pp |
| Employer contribution / active EE | $4,078 | $2,884+41.4% | $4,695-13.1% | $2,042+99.7% |
| Participant deferral / active EE | $6,139 | $5,164+18.9% | $6,247-1.7% | $3,169+93.7% |
| Admin fee / account holder | $54 | $525-89.7% | $9,243-99.4% | $479-88.7% |