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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER3+ 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).
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 | $28,913 | $55,453-47.9% | $170,442-83.0% | $62,292-53.6% |
| Participation rate | 60.7% | 66.4%-5.6pp | 83.6%-22.9pp | 69.5%-8.8pp |
| Annual return | 24.01% | 21.38%+2.6pp | 205.93%-181.9pp | 28.90%-4.9pp |
| Employer contribution / active EE | $137 | $2,164-93.7% | $5,433-97.5% | $2,042-93.3% |
| Participant deferral / active EE | $3,620 | $2,303+57.2% | $4,939-26.7% | $3,169+14.2% |
| Admin fee / account holder | $7 | $455-98.4% | $13,880-99.9% | $479-98.5% |