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 6-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 | $30,283 |
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 | $31,522 | $99,957-68.5% | $149,696-78.9% | $73,488-57.1% |
| Participation rate | 54.3% | 75.7%-21.4pp | 82.5%-28.2pp | 70.7%-16.4pp |
| Annual return | 26.46% | 53.87%-27.4pp | 276.60%-250.1pp | 28.51%-2.1pp |
| Employer contribution / active EE | $600 | $3,191-81.2% | $4,644-87.1% | $2,270-73.6% |
| Participant deferral / active EE | $3,050 | $6,073-49.8% | $6,842-55.4% | $3,740-18.4% |
| Admin fee / account holder | $242 | $551-56.0% | $9,309-97.4% | $513-52.8% |