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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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).
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 | $5,026 | $23,224-78.4% | $71,086-92.9% | $55,725-91.0% |
| Participation rate | 28.6% | 37.9%-9.3pp | 54.7%-26.0pp | 70.9%-42.2pp |
| Annual return | 15.71% | -2.87%+18.6pp | 650.59%-634.9pp | 244.93%-229.2pp |
| Employer contribution / active EE | $248 | $436-43.1% | $1,088-77.2% | $2,078-88.0% |
| Participant deferral / active EE | $638 | $929-31.3% | $1,874-65.9% | $3,356-81.0% |
| Admin fee / account holder | $2 | $118-98.6% | $3,082-99.9% | $115-98.6% |