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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,740 |
ADP BROKER-DEALER3+ 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 | $38,599 | $62,132-37.9% | $185,823-79.2% | $73,488-47.5% |
| Participation rate | 59.0% | 67.8%-8.8pp | 78.0%-19.0pp | 70.7%-11.6pp |
| Annual return | 17.20% | 20.44%-3.2pp | 35.95%-18.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $928 | $1,681-44.8% | $4,087-77.3% | $2,270-59.1% |
| Participant deferral / active EE | $5,325 | $3,711+43.5% | $5,632-5.4% | $3,740+42.4% |
| Admin fee / account holder | $11 | $419-97.4% | $9,500-99.9% | $513-97.9% |