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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,057 |
ADP BROKER-DEALER2+ 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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,430 | $84,233-90.0% | $170,442-95.1% | $70,131-88.0% |
| Participation rate | 60.8% | 70.8%-10.0pp | 83.6%-22.8pp | 69.5%-8.7pp |
| Annual return | 43.65% | 23.06%+20.6pp | 205.93%-162.3pp | 73.14%-29.5pp |
| Employer contribution / active EE | $3,411 | $3,387+0.7% | $5,433-37.2% | $2,342+45.6% |
| Participant deferral / active EE | $2,163 | $3,086-29.9% | $4,939-56.2% | $3,332-35.1% |
| Admin fee / account holder | $31 | $5,698-99.5% | $13,880-99.8% | $4,645-99.3% |