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 6-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,499 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,601 | $51,045-28.3% | $70,515-48.1% | $71,457-48.8% |
| Participation rate | 51.4% | 59.4%-8.0pp | 68.3%-16.9pp | 67.9%-16.5pp |
| Annual return | 40.16% | 42.63%-2.5pp | 32.77%+7.4pp | 28.85%+11.3pp |
| Employer contribution / active EE | $2,398 | $1,790+33.9% | $2,973-19.4% | $2,588-7.3% |
| Participant deferral / active EE | $5,174 | $3,026+71.0% | $4,567+13.3% | $4,289+20.6% |
| Admin fee / account holder | $22 | $1,994-98.9% | $6,412-99.7% | $1,587-98.6% |