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 8-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,543 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,419 | $106,028-87.3% | $146,958-90.9% | $77,643-82.7% |
| Participation rate | 92.1% | 78.4%+13.7pp | 82.2%+9.9pp | 70.6%+21.5pp |
| Annual return | 21.97% | 56.73%-34.8pp | 418.34%-396.4pp | 31.24%-9.3pp |
| Employer contribution / active EE | $1,220 | $4,063-70.0% | $4,933-75.3% | $2,726-55.2% |
| Participant deferral / active EE | $4,432 | $7,990-44.5% | $8,070-45.1% | $4,647-4.6% |
| Admin fee / account holder | $106 | $337-68.6% | $12,998-99.2% | $430-75.4% |