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 | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,356 | $57,103-85.4% | $87,507-90.5% | $57,658-85.5% |
| Participation rate | 66.0% | 64.3%+1.7pp | 73.8%-7.8pp | 70.2%-4.2pp |
| Annual return | 138.66% | 12.71%+126.0pp | 12.21%+126.5pp | 5.13%+133.5pp |
| Employer contribution / active EE | $1,488 | $1,107+34.4% | $2,550-41.7% | $1,974-24.6% |
| Participant deferral / active EE | $2,579 | $2,250+14.6% | $3,149-18.1% | $3,061-15.7% |
| Admin fee / account holder | $7 | $281-97.5% | $4,221-99.8% | $95-92.5% |