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 9-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,637 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,077 | $51,197-86.2% | $82,719-91.4% | $66,914-89.4% |
| Participation rate | 90.0% | 67.8%+22.2pp | 72.6%+17.4pp | 69.8%+20.2pp |
| Annual return | -16.52% | -9.64%-6.9pp | 701.18%-717.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,029 | $2,611-60.6% | $3,009-65.8% | $2,544-59.6% |
| Participant deferral / active EE | $2,273 | $3,458-34.3% | $4,395-48.3% | $4,237-46.3% |
| Admin fee / account holder | $38 | $416-90.8% | $5,329-99.3% | $593-93.5% |