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 | $181,670 |
Employer 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).
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 | $3,216 | $62,544-94.9% | $129,207-97.5% | $199,593-98.4% |
| Participation rate | 89.5% | 56.8%+32.7pp | 69.6%+19.8pp | 72.0%+17.5pp |
| Annual return | 12.91% | 16.95%-4.0pp | 9417.33%-9404.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $183 | $2,394-92.4% | $4,153-95.6% | $3,034-94.0% |
| Participant deferral / active EE | $1,253 | $3,123-59.9% | $4,168-69.9% | $5,087-75.4% |
| Admin fee / account holder | $75 | $167-55.3% | $7,715-99.0% | $269-72.2% |