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 9-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 | $12,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,501 | $43,999-53.4% | $79,464-74.2% | $55,725-63.2% |
| Participation rate | 18.8% | 66.9%-48.2pp | 73.3%-54.6pp | 70.9%-52.1pp |
| Annual return | -6.91% | 1.81%-8.7pp | 718.14%-725.1pp | 244.93%-251.8pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $853 | $2,538-66.4% | $3,704-77.0% | $3,356-74.6% |
| Admin fee / account holder | $98 | $118-16.5% | $5,113-98.1% | $115-14.7% |