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 7-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,541 | $56,972-39.4% | $182,532-81.1% | $65,185-47.0% |
| Participation rate | 68.2% | 66.5%+1.6pp | 78.0%-9.8pp | 70.2%-2.0pp |
| Annual return | 29.59% | 27.67%+1.9pp | 148.54%-118.9pp | 29.38%+0.2pp |
| Employer contribution / active EE | $3,490 | $1,615+116.2% | $4,076-14.4% | $2,177+60.3% |
| Participant deferral / active EE | $7,001 | $3,526+98.5% | $5,524+26.7% | $3,514+99.2% |
| Admin fee / account holder | $13 | $528-97.5% | $8,592-99.8% | $847-98.4% |