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 | $49,657-35.5% | $93,063-65.6% | $67,986-52.9% |
| Participation rate | 84.2% | 49.9%+34.2pp | 72.1%+12.0pp | 57.2%+27.0pp |
| Annual return | 20.75% | 26.27%-5.5pp | 34.15%-13.4pp | 31.67%-10.9pp |
| Employer contribution / active EE | $2,396 | $1,279+87.4% | $2,476-3.2% | $2,019+18.7% |
| Participant deferral / active EE | $4,539 | $2,484+82.7% | $3,958+14.7% | $3,358+35.2% |
| Admin fee / account holder | $51 | $2,843-98.2% | $6,033-99.1% | $3,203-98.4% |