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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $36,433 | $155,795-76.6% | $136,294-73.3% | $69,631-47.7% |
| Participation rate | 40.5% | 75.2%-34.8pp | 81.9%-41.5pp | 70.7%-30.2pp |
| Annual return | 18.43% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $644 | $2,991-78.5% | $4,695-86.3% | $2,032-68.3% |
| Participant deferral / active EE | $3,818 | $5,394-29.2% | $6,247-38.9% | $3,224+18.4% |
| Admin fee / account holder | $5 | $128-95.8% | $9,243-99.9% | $110-95.2% |