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 | $2,335 |
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).
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 | $17,255 | $65,435-73.6% | $86,677-80.1% | $66,914-74.2% |
| Participation rate | 93.0% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.2pp |
| Annual return | -16.37% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,494 | $2,153+15.8% | $2,836-12.1% | $2,544-2.0% |
| Participant deferral / active EE | $5,312 | $4,100+29.5% | $4,656+14.1% | $4,237+25.4% |
| Admin fee / account holder | $102 | $642-84.0% | $7,493-98.6% | $593-82.7% |