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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,261 | $28,601-18.7% | $71,735-67.6% | $66,914-65.2% |
| Participation rate | 19.6% | 56.7%-37.0pp | 62.3%-42.7pp | 69.8%-50.2pp |
| Annual return | -17.26% | -10.90%-6.4pp | 9.14%-26.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $1,104-100.0% | $1,704-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $741 | $1,912-61.2% | $2,658-72.1% | $4,237-82.5% |
| Admin fee / account holder | $178 | $506-64.8% | $3,974-95.5% | $593-70.0% |