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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,366 |
ADP BROKER-DEALER4+ 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 | $44,369 | $73,360-39.5% | $177,989-75.1% | $74,495-40.4% |
| Participation rate | 46.3% | 66.6%-20.4pp | 77.1%-30.8pp | 67.2%-20.9pp |
| Annual return | 22.84% | 17.49%+5.4pp | 294.48%-271.6pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $1,916 | $2,216-13.5% | $3,949-51.5% | $2,623-26.9% |
| Participant deferral / active EE | $3,880 | $4,513-14.0% | $6,276-38.2% | $4,346-10.7% |
| Admin fee / account holder | $18 | $1,808-99.0% | $10,363-99.8% | $1,942-99.1% |