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 10-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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,800 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,686 | $38,365+34.7% | $84,611-38.9% | $65,185-20.7% |
| Participation rate | 51.2% | 55.7%-4.4pp | 68.2%-17.0pp | 70.2%-18.9pp |
| Annual return | 48.95% | 32.00%+17.0pp | 258.74%-209.8pp | 29.38%+19.6pp |
| Employer contribution / active EE | $106 | $1,258-91.6% | $2,652-96.0% | $2,177-95.1% |
| Participant deferral / active EE | $1,733 | $2,278-23.9% | $3,899-55.5% | $3,514-50.7% |
| Admin fee / account holder | $17 | $451-96.3% | $4,912-99.7% | $847-98.1% |