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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $488 |
ADP BROKER-DEALER6+ 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.
Participant 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).
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 | $30,949 | $29,369+5.4% | $77,482-60.1% | $73,409-57.8% |
| Participation rate | 5.5% | 37.9%-32.5pp | 54.2%-48.7pp | 72.2%-66.7pp |
| Annual return | 15.80% | 358.15%-342.3pp | 54.79%-39.0pp | 59.29%-43.5pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $247 | $941-73.7% | $1,861-86.7% | $3,805-93.5% |
| Admin fee / account holder | $23 | $123-81.1% | $2,858-99.2% | $158-85.3% |