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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,015 |
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).
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 | $4,464 | $31,741-85.9% | $56,441-92.1% | $199,768-97.8% |
| Participation rate | 94.4% | 32.3%+62.0pp | 52.5%+41.9pp | 72.0%+22.3pp |
| Annual return | 31.32% | 14.72%+16.6pp | 1704.21%-1672.9pp | 34.26%-2.9pp |
| Employer contribution / active EE | $744 | $508+46.6% | $1,039-28.4% | $3,037-75.5% |
| Participant deferral / active EE | $2,034 | $1,184+71.8% | $1,953+4.2% | $5,090-60.0% |
| Admin fee / account holder | $46 | $426-89.1% | $2,829-98.4% | $269-82.8% |