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 | $1,423 |
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 | $52,597 | $65,376-19.5% | $87,100-39.6% | $65,185-19.3% |
| Participation rate | 60.4% | 75.3%-15.0pp | 76.9%-16.5pp | 70.2%-9.8pp |
| Annual return | 21.10% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,958 | $1,822+7.4% | $2,521-22.4% | $2,177-10.1% |
| Participant deferral / active EE | $2,940 | $3,388-13.2% | $4,049-27.4% | $3,514-16.3% |
| Admin fee / account holder | $13 | $520-97.4% | $7,497-99.8% | $847-98.4% |