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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,306 |
ADP BROKER-DEALER3 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,531 | $60,323-82.5% | $81,812-87.1% | $74,495-85.9% |
| Participation rate | 96.2% | 62.9%+33.4pp | 72.3%+23.9pp | 67.2%+29.0pp |
| Annual return | 12.35% | 16.90%-4.6pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,352 | $2,620-48.4% | $2,912-53.6% | $2,623-48.4% |
| Participant deferral / active EE | $3,346 | $3,387-1.2% | $4,319-22.5% | $4,346-23.0% |
| Admin fee / account holder | $46 | $1,486-96.9% | $7,386-99.4% | $1,942-97.6% |