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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,885 | $55,790-91.2% | $76,817-93.6% | $67,579-92.8% |
| Participation rate | 42.4% | 71.1%-28.7pp | 72.1%-29.7pp | 71.3%-28.9pp |
| Annual return | 23.50% | 64.45%-40.9pp | 1166.11%-1142.6pp | 378.56%-355.1pp |
| Employer contribution / active EE | $680 | $1,810-62.4% | $2,302-70.5% | $2,148-68.3% |
| Participant deferral / active EE | $228 | $2,875-92.1% | $3,336-93.2% | $3,539-93.6% |
| Admin fee / account holder | $71 | $159-55.7% | $6,420-98.9% | $142-50.4% |