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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,265 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,636 | $60,795-90.7% | $69,455-91.9% | $65,185-91.4% |
| Participation rate | 78.1% | 74.9%+3.2pp | 74.6%+3.5pp | 70.2%+7.9pp |
| Annual return | 19.29% | 17.46%+1.8pp | 28.97%-9.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $189 | $2,452-92.3% | $2,779-93.2% | $2,177-91.3% |
| Participant deferral / active EE | $1,408 | $3,162-55.5% | $3,535-60.2% | $3,514-59.9% |
| Admin fee / account holder | $50 | $314-84.0% | $3,839-98.7% | $847-94.1% |