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 | $1,000 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 135 CROSSWAYS PARK DR · WOODBURY, NY 11797 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,801 | $46,732-36.2% | $156,549-81.0% | $55,167-46.0% |
| Participation rate | 51.1% | 65.8%-14.6pp | 84.0%-32.9pp | 69.0%-17.8pp |
| Annual return | 17.32% | 17.72%-0.4pp | 32.23%-14.9pp | 169.23%-151.9pp |
| Employer contribution / active EE | $132 | $2,105-93.7% | $5,501-97.6% | $1,963-93.3% |
| Participant deferral / active EE | $3,184 | $2,204+44.5% | $4,871-34.6% | $3,054+4.3% |
| Admin fee / account holder | $10 | $418-97.6% | $13,027-99.9% | $504-98.0% |