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 10-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 | $4,523 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $8,771 | $73,102-88.0% | $123,544-92.9% | $56,287-84.4% |
| Participation rate | 88.4% | 74.3%+14.1pp | 82.3%+6.1pp | 69.9%+18.6pp |
| Annual return | -9.68% | 3.01%-12.7pp | 119.20%-128.9pp | -9.96%+0.3pp |
| Employer contribution / active EE | $1,103 | $2,977-62.9% | $4,628-76.2% | $2,111-47.7% |
| Participant deferral / active EE | $3,664 | $5,423-32.4% | $6,426-43.0% | $3,350+9.4% |
| Admin fee / account holder | $32 | $554-94.2% | $9,284-99.7% | $521-93.9% |