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 | $1,454 |
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).
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 | $34,841 | $27,839+25.2% | $58,482-40.4% | $71,457-51.2% |
| Participation rate | 42.3% | 34.5%+7.7pp | 50.9%-8.6pp | 67.9%-25.7pp |
| Annual return | 15.83% | 26.81%-11.0pp | 4239.32%-4223.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,948 | $1,206+61.5% | $1,924+1.2% | $4,289-54.6% |
| Admin fee / account holder | $28 | $1,641-98.3% | $2,516-98.9% | $1,587-98.2% |