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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,145 |
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.
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 | $33,015 | $89,355-63.1% | $141,162-76.6% | $72,985-54.8% |
| Participation rate | 63.0% | 75.1%-12.1pp | 82.5%-19.4pp | 69.5%-6.4pp |
| Annual return | 27.57% | 111.85%-84.3pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,525 | $3,114-51.0% | $4,735-67.8% | $2,440-37.5% |
| Participant deferral / active EE | $4,916 | $5,418-9.3% | $6,709-26.7% | $3,607+36.3% |
| Admin fee / account holder | $19 | $5,958-99.7% | $10,261-99.8% | $5,124-99.6% |