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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,502 |
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 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 | $16,761 | $35,986-53.4% | $77,482-78.4% | $73,488-77.2% |
| Participation rate | 44.9% | 40.8%+4.0pp | 54.2%-9.3pp | 70.7%-25.8pp |
| Annual return | 14.95% | 19.26%-4.3pp | 54.79%-39.8pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,254 | $557+125.0% | $986+27.1% | $2,270-44.8% |
| Participant deferral / active EE | $1,901 | $1,198+58.7% | $1,861+2.1% | $3,740-49.2% |
| Admin fee / account holder | $112 | $466-76.0% | $2,858-96.1% | $513-78.2% |