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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,067 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,772 | $197,263-85.4% | $127,761-77.5% | - |
| Participation rate | 63.9% | 67.9%-4.0pp | 79.0%-15.1pp | - |
| Annual return | 23.96% | 16.18%+7.8pp | 26.14%-2.2pp | - |
| Employer contribution / active EE | $1,511 | $1,949-22.5% | $4,574-67.0% | - |
| Participant deferral / active EE | $3,909 | $3,315+17.9% | $6,021-35.1% | - |
| Admin fee / account holder | $44 | $14,091-99.7% | $9,395-99.5% | - |