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 5-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,298 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,042 | $55,371-42.1% | $95,585-66.5% | $74,304-56.9% |
| Participation rate | 84.2% | 53.8%+30.3pp | 72.1%+12.1pp | 60.3%+23.8pp |
| Annual return | 20.75% | 24.26%-3.5pp | 38.56%-17.8pp | 29.43%-8.7pp |
| Employer contribution / active EE | $2,396 | $1,437+66.7% | $2,527-5.2% | $2,241+6.9% |
| Participant deferral / active EE | $4,539 | $2,955+53.6% | $4,023+12.8% | $3,767+20.5% |
| Admin fee / account holder | $51 | $2,620-98.0% | $6,127-99.2% | $2,969-98.3% |