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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,720 | $40,522-83.4% | $84,611-92.1% | $67,579-90.1% |
| Participation rate | 12.9% | 51.1%-38.2pp | 68.2%-55.4pp | 71.3%-58.4pp |
| Annual return | 95.02% | 32.72%+62.3pp | 258.74%-163.7pp | 378.56%-283.5pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $670 | $2,132-68.6% | $3,899-82.8% | $3,539-81.1% |
| Admin fee / account holder | $30 | $145-79.0% | $4,912-99.4% | $142-78.6% |