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 | $27,180 |
ADP BROKER-DEALER1 year 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).
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 | $40,859 | $66,457-38.5% | $81,382-49.8% | $77,643-47.4% |
| Participation rate | 66.5% | 68.7%-2.2pp | 69.5%-3.0pp | 70.6%-4.0pp |
| Annual return | 12.44% | 15.93%-3.5pp | 24.73%-12.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,055 | $2,159-51.1% | $2,463-57.1% | $2,726-61.3% |
| Participant deferral / active EE | $2,588 | $3,679-29.7% | $3,883-33.3% | $4,647-44.3% |
| Admin fee / account holder | $157 | $583-73.0% | $5,768-97.3% | $430-63.5% |