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 3-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,706 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,815 | $86,929-54.2% | $102,423-61.1% | $80,856-50.8% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.8pp | 67.6%-21.9pp |
| Annual return | 10.82% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $380 | $2,369-84.0% | $3,023-87.4% | $2,755-86.2% |
| Participant deferral / active EE | $3,319 | $4,118-19.4% | $5,053-34.3% | $4,296-22.7% |
| Admin fee / account holder | $185 | $8,049-97.7% | $9,451-98.0% | $6,918-97.3% |