Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $1,981 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,210 | $101,763-50.7% | $164,866-69.5% | $80,874-37.9% |
| Participation rate | 78.5% | 71.8%+6.7pp | 78.6%-0.1pp | 67.6%+10.8pp |
| Annual return | 15.60% | 16.73%-1.1pp | 69.97%-54.4pp | 35.62%-20.0pp |
| Employer contribution / active EE | $3,915 | $2,954+32.5% | $4,343-9.9% | $2,756+42.1% |
| Participant deferral / active EE | $7,838 | $4,477+75.1% | $6,033+29.9% | $4,297+82.4% |
| Admin fee / account holder | $17 | $8,228-99.8% | $12,689-99.9% | $6,935-99.8% |