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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $980 |
ADP BROKER-DEALER4+ years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,434 | $47,977-74.1% | $154,107-91.9% | $56,287-77.9% |
| Participation rate | 34.1% | 66.2%-32.1pp | 83.0%-49.0pp | 69.9%-35.8pp |
| Annual return | 7.50% | 3.54%+4.0pp | 735.12%-727.6pp | -9.96%+17.5pp |
| Employer contribution / active EE | $388 | $2,169-82.1% | $5,298-92.7% | $2,111-81.6% |
| Participant deferral / active EE | $1,573 | $2,392-34.2% | $5,081-69.0% | $3,350-53.0% |
| Admin fee / account holder | $42 | $438-90.4% | $13,411-99.7% | $521-92.0% |