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 | $230 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,110 | $80,753-67.7% | $136,294-80.8% | $62,292-58.1% |
| Participation rate | 66.4% | 73.5%-7.1pp | 81.9%-15.5pp | 69.5%-3.1pp |
| Annual return | 15.45% | 35.83%-20.4pp | 5155.94%-5140.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,250 | $2,884-22.0% | $4,695-52.1% | $2,042+10.2% |
| Participant deferral / active EE | $3,724 | $5,164-27.9% | $6,247-40.4% | $3,169+17.5% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.6% |