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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,013 |
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 | $31,609 | $59,417-46.8% | $93,606-66.2% | $74,495-57.6% |
| Participation rate | 77.7% | 59.7%+18.0pp | 68.7%+8.9pp | 67.2%+10.5pp |
| Annual return | 19.06% | 81.83%-62.8pp | 133.20%-114.1pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,108 | $3,050+34.7% | $4,411-6.9% | $4,346-5.5% |
| Admin fee / account holder | $141 | $3,021-95.3% | $8,285-98.3% | $1,942-92.7% |