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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,130 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,048 | $30,588-67.2% | $53,898-81.4% | $85,563-88.3% |
| Participation rate | 93.0% | 26.3%+66.6pp | 55.0%+38.0pp | 66.0%+27.0pp |
| Annual return | 17.06% | 50.42%-33.4pp | 528.60%-511.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,043 | $436+139.2% | $932+11.9% | $2,654-60.7% |
| Participant deferral / active EE | $1,295 | $848+52.7% | $1,826-29.1% | $4,375-70.4% |
| Admin fee / account holder | $157 | $1,879-91.7% | $2,491-93.7% | $834-81.2% |