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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,592 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,361 | $101,317-84.8% | $146,958-89.5% | $74,495-79.4% |
| Participation rate | 89.1% | 75.5%+13.5pp | 82.2%+6.9pp | 67.2%+21.9pp |
| Annual return | 15.15% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,008 | $3,810-73.6% | $4,933-79.6% | $2,623-61.6% |
| Participant deferral / active EE | $3,086 | $7,303-57.7% | $8,070-61.8% | $4,346-29.0% |
| Admin fee / account holder | $75 | $1,739-95.7% | $12,998-99.4% | $1,942-96.1% |