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 | $2,131 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 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 | $49,806 | $89,652-44.4% | $141,162-64.7% | $65,185-23.6% |
| Participation rate | 61.2% | 74.7%-13.5pp | 82.5%-21.3pp | 70.2%-9.0pp |
| Annual return | 22.46% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,726 | $3,065-43.7% | $4,735-63.5% | $2,177-20.7% |
| Participant deferral / active EE | $6,045 | $5,691+6.2% | $6,709-9.9% | $3,514+72.0% |
| Admin fee / account holder | $26 | $569-95.4% | $10,261-99.7% | $847-96.9% |