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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,295 |
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 | $28,351 | $71,666-60.4% | $117,854-75.9% | $69,631-59.3% |
| Participation rate | 53.2% | 77.5%-24.3pp | 79.7%-26.4pp | 70.7%-17.5pp |
| Annual return | 25.81% | 18.86%+7.0pp | 335.08%-309.3pp | 27571.02%-27545.2pp |
| Employer contribution / active EE | $670 | $1,889-64.6% | $3,786-82.3% | $2,032-67.1% |
| Participant deferral / active EE | $2,685 | $3,340-19.6% | $4,482-40.1% | $3,224-16.7% |
| Admin fee / account holder | $13 | $120-89.1% | $8,020-99.8% | $110-88.2% |