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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,243 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,525 | $84,487-18.9% | $125,339-45.3% | $66,914+2.4% |
| Participation rate | 88.3% | 76.4%+11.9pp | 82.4%+6.0pp | 69.8%+18.5pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,854 | $3,553-47.8% | $4,814-61.5% | $2,544-27.1% |
| Participant deferral / active EE | $9,424 | $6,781+39.0% | $7,446+26.6% | $4,237+122.4% |
| Admin fee / account holder | $144 | $685-79.0% | $10,010-98.6% | $593-75.7% |