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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $180 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $2,923 | $63,156-95.4% | $122,332-97.6% | $62,292-95.3% |
| Participation rate | 32.9% | 60.0%-27.1pp | 71.6%-38.7pp | 69.5%-36.6pp |
| Annual return | 0.00% | 20.61%-20.6pp | 30.27%-30.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $418 | $1,385-69.8% | $4,050-89.7% | $2,042-79.5% |
| Participant deferral / active EE | $540 | $2,321-76.7% | $3,287-83.6% | $3,169-83.0% |
| Admin fee / account holder | $4 | $440-99.2% | $5,478-99.9% | $479-99.3% |