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 8-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,640 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,937 | $66,457-91.1% | $81,382-92.7% | $77,643-92.4% |
| Participation rate | 80.5% | 68.7%+11.7pp | 69.5%+11.0pp | 70.6%+9.9pp |
| Annual return | 12.34% | 15.93%-3.6pp | 24.73%-12.4pp | 31.24%-18.9pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,872 | $3,679-49.1% | $3,883-51.8% | $4,647-59.7% |
| Admin fee / account holder | $106 | $583-81.8% | $5,768-98.2% | $430-75.4% |