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 | $3,101 |
ADP BROKER-DEALER2+ 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 | $22,314 | $32,425-31.2% | $74,583-70.1% | $55,167-59.6% |
| Participation rate | 45.8% | 54.0%-8.2pp | 68.1%-22.3pp | 69.0%-23.2pp |
| Annual return | 5.36% | 10.63%-5.3pp | 20.47%-15.1pp | 169.23%-163.9pp |
| Employer contribution / active EE | $373 | $1,043-64.3% | $2,525-85.2% | $1,963-81.0% |
| Participant deferral / active EE | $1,174 | $1,995-41.1% | $3,458-66.0% | $3,054-61.6% |
| Admin fee / account holder | $74 | $748-90.1% | $4,138-98.2% | $504-85.3% |