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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $16,156 | $100,923-84.0% | $150,045-89.2% | $74,304-78.3% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.3%-32.3pp | 60.3%-10.3pp |
| Annual return | 19.04% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,526 | $6,709-62.4% | $7,997-68.4% | $3,767-32.9% |
| Admin fee / account holder | $102 | $2,767-96.3% | $13,435-99.2% | $2,969-96.6% |