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 9-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,173 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,609 | $56,485-79.4% | $185,823-93.8% | $86,799-86.6% |
| Participation rate | 24.1% | 65.5%-41.4pp | 81.7%-57.6pp | 72.3%-48.2pp |
| Annual return | 24.61% | 118.04%-93.4pp | 122.05%-97.4pp | 97.91%-73.3pp |
| Employer contribution / active EE | $486 | $1,843-73.6% | $5,167-90.6% | $2,405-79.8% |
| Participant deferral / active EE | $1,086 | $2,553-57.5% | $5,568-80.5% | $4,131-73.7% |
| Admin fee / account holder | $31 | $150-79.0% | $16,237-99.8% | $170-81.5% |