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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $710 |
ADP BROKER-DEALER2+ 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.
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 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 | $8,948 | $31,388-71.5% | $73,545-87.8% | $62,292-85.6% |
| Participation rate | 14.9% | 39.9%-24.9pp | 54.9%-40.0pp | 69.5%-54.6pp |
| Annual return | 40.96% | 25.34%+15.6pp | -15.16%+56.1pp | 28.90%+12.1pp |
| Employer contribution / active EE | $336 | $498-32.6% | $1,219-72.5% | $2,042-83.6% |
| Participant deferral / active EE | $461 | $1,028-55.2% | $1,806-74.5% | $3,169-85.5% |
| Admin fee / account holder | $21 | $299-93.0% | $2,320-99.1% | $479-95.6% |