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 | $1,340 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $43,059 | $86,332-50.1% | $125,175-65.6% | $65,185-33.9% |
| Participation rate | 54.5% | 75.3%-20.8pp | 79.8%-25.2pp | 70.2%-15.7pp |
| Annual return | 34.06% | 27.43%+6.6pp | 43.79%-9.7pp | 29.38%+4.7pp |
| Employer contribution / active EE | $1,053 | $2,040-48.4% | $3,865-72.8% | $2,177-51.6% |
| Participant deferral / active EE | $1,842 | $3,537-47.9% | $4,937-62.7% | $3,514-47.6% |
| Admin fee / account holder | $166 | $609-72.8% | $9,702-98.3% | $847-80.4% |