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 3-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,799 |
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 | $55,603 | $81,248-31.6% | $155,509-64.2% | $80,856-31.2% |
| Participation rate | 91.1% | 66.2%+24.9pp | 78.2%+12.9pp | 67.6%+23.5pp |
| Annual return | 16.81% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,931 | $3,100-5.4% | $4,672-37.3% | $2,755+6.4% |
| Participant deferral / active EE | $16,251 | $3,452+370.8% | $5,626+188.8% | $4,296+278.3% |
| Admin fee / account holder | $168 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |