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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,698 | $31,388-34.1% | $73,545-71.9% | $62,292-66.8% |
| Participation rate | 20.2% | 39.9%-19.7pp | 54.9%-34.7pp | 69.5%-49.3pp |
| Annual return | 18.75% | 25.34%-6.6pp | -15.16%+33.9pp | 28.90%-10.1pp |
| Employer contribution / active EE | $125 | $498-75.0% | $1,219-89.8% | $2,042-93.9% |
| Participant deferral / active EE | $615 | $1,028-40.2% | $1,806-65.9% | $3,169-80.6% |
| Admin fee / account holder | $333 | $299+11.4% | $2,320-85.6% | $479-30.4% |