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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,705 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,377 | $81,474-79.9% | $133,956-87.8% | $73,488-77.7% |
| Participation rate | 51.8% | 76.4%-24.6pp | 79.8%-28.1pp | 70.7%-18.9pp |
| Annual return | 23.65% | 19.40%+4.2pp | 45.09%-21.4pp | 28.51%-4.9pp |
| Employer contribution / active EE | $545 | $2,209-75.3% | $3,919-86.1% | $2,270-76.0% |
| Participant deferral / active EE | $2,112 | $3,786-44.2% | $5,048-58.2% | $3,740-43.5% |
| Admin fee / account holder | $14 | $713-98.1% | $8,927-99.8% | $513-97.3% |