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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,164 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,181 | $52,953-39.2% | $172,739-81.4% | $65,185-50.6% |
| Participation rate | 44.3% | 66.2%-21.9pp | 82.6%-38.3pp | 70.2%-25.9pp |
| Annual return | 24.98% | 30.12%-5.1pp | 802.84%-777.9pp | 29.38%-4.4pp |
| Employer contribution / active EE | $261 | $2,190-88.1% | $5,143-94.9% | $2,177-88.0% |
| Participant deferral / active EE | $964 | $2,471-61.0% | $5,198-81.5% | $3,514-72.6% |
| Admin fee / account holder | $131 | $472-72.3% | $13,954-99.1% | $847-84.6% |