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 4-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,892 | $34,932-37.3% | $56,441-61.2% | $74,546-70.6% |
| Participation rate | 48.0% | 32.9%+15.1pp | 52.5%-4.5pp | 67.2%-19.2pp |
| Annual return | 17.30% | 24.90%-7.6pp | 1704.21%-1686.9pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,201 | $1,173+258.2% | $1,953+115.1% | $4,347-3.4% |
| Admin fee / account holder | $13 | $2,359-99.5% | $2,829-99.5% | $1,944-99.3% |