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 | $20,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $19,110 | $65,061-70.6% | $143,757-86.7% | $66,914-71.4% |
| Participation rate | 30.2% | 65.2%-35.0pp | 80.3%-50.1pp | 69.8%-39.6pp |
| Annual return | -17.60% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $470 | $2,361-80.1% | $4,951-90.5% | $2,544-81.5% |
| Participant deferral / active EE | $1,044 | $2,919-64.2% | $5,637-81.5% | $4,237-75.4% |
| Admin fee / account holder | $405 | $502-19.4% | $14,673-97.2% | $593-31.8% |