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 7-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,017 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 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 | $6,037 | $58,879-89.7% | $178,490-96.6% | $73,488-91.8% |
| Participation rate | 83.3% | 66.2%+17.0pp | 81.9%+1.3pp | 70.7%+12.6pp |
| Annual return | 24.42% | 24.86%-0.4pp | 151.07%-126.7pp | 28.51%-4.1pp |
| Employer contribution / active EE | $657 | $2,236-70.6% | $5,011-86.9% | $2,270-71.0% |
| Participant deferral / active EE | $1,384 | $2,567-46.1% | $5,202-73.4% | $3,740-63.0% |
| Admin fee / account holder | $115 | $400-71.3% | $13,984-99.2% | $513-77.6% |