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 5-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,798 |
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).
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 | $35,999 | $31,310+15.0% | $53,898-33.2% | $74,304-51.6% |
| Participation rate | 48.6% | 30.7%+18.0pp | 55.0%-6.3pp | 60.3%-11.7pp |
| Annual return | 23.76% | 23.16%+0.6pp | 528.60%-504.8pp | 29.43%-5.7pp |
| Employer contribution / active EE | $5 | $450-99.0% | $932-99.5% | $2,241-99.8% |
| Participant deferral / active EE | $3,859 | $934+313.0% | $1,826+111.3% | $3,767+2.4% |
| Admin fee / account holder | $45 | $2,175-97.9% | $2,491-98.2% | $2,969-98.5% |