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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,365 |
ADP BROKER-DEALER5+ 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.
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 | $10,023 | $41,617-75.9% | $84,611-88.2% | $77,787-87.1% |
| Participation rate | 31.0% | 45.0%-14.0pp | 68.2%-37.2pp | 73.2%-42.2pp |
| Annual return | 26.00% | 24.97%+1.0pp | 258.74%-232.7pp | 32.57%-6.6pp |
| Employer contribution / active EE | $154 | $1,061-85.5% | $2,652-94.2% | $2,504-93.8% |
| Participant deferral / active EE | $1,305 | $2,129-38.7% | $3,899-66.5% | $3,967-67.1% |
| Admin fee / account holder | $16 | $121-86.5% | $4,912-99.7% | $100-83.7% |