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 | $2,055 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,340 | $80,753-68.6% | $136,294-81.4% | $62,292-59.3% |
| Participation rate | 67.1% | 73.5%-6.4pp | 81.9%-14.8pp | 69.5%-2.4pp |
| Annual return | 47.63% | 35.83%+11.8pp | 5155.94%-5108.3pp | 28.90%+18.7pp |
| Employer contribution / active EE | $2,356 | $2,884-18.3% | $4,695-49.8% | $2,042+15.4% |
| Participant deferral / active EE | $5,191 | $5,164+0.5% | $6,247-16.9% | $3,169+63.8% |
| Admin fee / account holder | $48 | $525-90.9% | $9,243-99.5% | $479-90.0% |