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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
ADP BROKER-DEALER1+ 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.
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 | $6,958 | $23,385-70.2% | $69,182-89.9% | $57,658-87.9% |
| Participation rate | 23.0% | 37.9%-14.9pp | 55.1%-32.1pp | 70.2%-47.2pp |
| Annual return | 28.46% | -659.34%+687.8pp | -21.93%+50.4pp | 5.13%+23.3pp |
| Employer contribution / active EE | $263 | $422-37.8% | $1,206-78.2% | $1,974-86.7% |
| Participant deferral / active EE | $430 | $843-48.9% | $1,897-77.3% | $3,061-85.9% |
| Admin fee / account holder | $13 | $82-83.7% | $2,697-99.5% | $95-85.9% |