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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,823 |
Service code 15 · EIN 47-3611187 | Recordkeeping | $9,022 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,149 | $54,573-0.8% | $90,951-40.5% | $73,488-26.3% |
| Participation rate | 50.5% | 61.2%-10.7pp | 69.0%-18.5pp | 70.7%-20.2pp |
| Annual return | 12.86% | 16.69%-3.8pp | 134.60%-121.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $410 | $991-58.6% | $2,122-80.7% | $2,270-81.9% |
| Participant deferral / active EE | $2,496 | $2,517-0.8% | $3,373-26.0% | $3,740-33.3% |
| Admin fee / account holder | $401 | $521-23.1% | $5,959-93.3% | $513-21.9% |