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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,604 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,767 | $46,173-55.0% | $170,442-87.8% | $69,631-70.2% |
| Participation rate | 40.4% | 63.9%-23.5pp | 83.6%-43.2pp | 70.7%-30.3pp |
| Annual return | 26.00% | 21.62%+4.4pp | 205.93%-179.9pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $1,051 | $1,610-34.7% | $5,433-80.7% | $2,032-48.3% |
| Participant deferral / active EE | $1,861 | $2,080-10.5% | $4,939-62.3% | $3,224-42.3% |
| Admin fee / account holder | $17 | $116-85.6% | $13,880-99.9% | $110-84.9% |