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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,193 |
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).
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 | $43,535 | $54,517-20.1% | $75,972-42.7% | $74,495-41.6% |
| Participation rate | 45.9% | 60.3%-14.4pp | 69.1%-23.1pp | 67.2%-21.3pp |
| Annual return | 11.47% | 31.82%-20.4pp | 359.55%-348.1pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $440 | $1,777-75.2% | $2,685-83.6% | $2,623-83.2% |
| Participant deferral / active EE | $3,227 | $3,066+5.3% | $4,255-24.2% | $4,346-25.7% |
| Admin fee / account holder | $276 | $2,229-87.6% | $6,467-95.7% | $1,942-85.8% |