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 9-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 | $30,982 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,266 | $69,362-62.1% | $101,248-74.1% | $73,488-64.3% |
| Participation rate | 46.3% | 68.4%-22.1pp | 75.8%-29.5pp | 70.7%-24.4pp |
| Annual return | 17.06% | 18.46%-1.4pp | 46.47%-29.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $911 | $2,628-65.4% | $3,660-75.1% | $2,270-59.9% |
| Participant deferral / active EE | $3,658 | $3,300+10.9% | $4,370-16.3% | $3,740-2.2% |
| Admin fee / account holder | $295 | $704-58.1% | $5,945-95.0% | $513-42.5% |