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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,045 |
ADP BROKER-DEALER3+ 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.
Employer contribution per participant 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).
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 | $16,505 | $46,173-64.3% | $170,442-90.3% | $69,631-76.3% |
| Participation rate | 10.3% | 63.9%-53.6pp | 83.6%-73.3pp | 70.7%-60.4pp |
| Annual return | 17.99% | 21.62%-3.6pp | 205.93%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2 | $1,610-99.9% | $5,433-100.0% | $2,032-99.9% |
| Participant deferral / active EE | $850 | $2,080-59.2% | $4,939-82.8% | $3,224-73.6% |
| Admin fee / account holder | $13 | $116-88.6% | $13,880-99.9% | $110-88.0% |