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 9-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,208 |
ADP BROKER-DEALER7 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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,138 | $87,870-60.0% | $113,168-69.0% | $74,304-52.7% |
| Participation rate | 61.1% | 70.7%-9.7pp | 76.6%-15.5pp | 60.3%+0.7pp |
| Annual return | 17.67% | 26.44%-8.8pp | 24.27%-6.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,536 | $2,277+11.4% | $2,975-14.8% | $2,241+13.1% |
| Participant deferral / active EE | $4,856 | $4,241+14.5% | $5,107-4.9% | $3,767+28.9% |
| Admin fee / account holder | $68 | $3,368-98.0% | $12,068-99.4% | $2,969-97.7% |