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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,990 | $103,024+8.7% | $112,0400% | $79,634+40.6% |
| Participation rate | 46.3% | 80.6%-34.3pp | 76.5%-30.2pp | 62.5%-16.2pp |
| Annual return | 14.73% | 17.60%-2.9pp | 24.52%-9.8pp | 36.46%-21.7pp |
| Employer contribution / active EE | $1,961 | $3,015-35.0% | $2,954-33.6% | $2,529-22.5% |
| Participant deferral / active EE | $2,867 | $5,233-45.2% | $5,098-43.8% | $3,835-25.2% |
| Admin fee / account holder | $57 | $465-87.7% | $12,098-99.5% | $1,002-94.3% |