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 5-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,395 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,677 | $65,390-42.4% | $169,368-77.8% | $71,457-47.3% |
| Participation rate | 50.3% | 67.0%-16.6pp | 77.1%-26.8pp | 67.9%-17.6pp |
| Annual return | 23.59% | 21.31%+2.3pp | 405.60%-382.0pp | 28.85%-5.3pp |
| Employer contribution / active EE | $2,221 | $2,079+6.8% | $4,013-44.7% | $2,588-14.2% |
| Participant deferral / active EE | $4,485 | $4,367+2.7% | $6,221-27.9% | $4,289+4.6% |
| Admin fee / account holder | $12 | $1,324-99.1% | $9,003-99.9% | $1,587-99.2% |