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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER2+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $7,643 | $30,599-75.0% | $74,583-89.8% | $57,658-86.7% |
| Participation rate | 20.6% | 49.1%-28.6pp | 68.1%-47.5pp | 70.2%-49.7pp |
| Annual return | 8.80% | 14.24%-5.4pp | 20.47%-11.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $97 | $1,000-90.3% | $2,525-96.1% | $1,974-95.1% |
| Participant deferral / active EE | $790 | $1,805-56.3% | $3,458-77.2% | $3,061-74.2% |
| Admin fee / account holder | $5 | $98-95.4% | $4,138-99.9% | $95-95.2% |