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 | $98,727+13.4% | $113,168-1.0% | $85,563+30.9% |
| Participation rate | 46.3% | 80.8%-34.6pp | 76.6%-30.3pp | 66.0%-19.7pp |
| Annual return | 14.73% | 17.43%-2.7pp | 24.27%-9.5pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,961 | $2,907-32.6% | $2,975-34.1% | $2,654-26.1% |
| Participant deferral / active EE | $2,867 | $5,424-47.2% | $5,107-43.9% | $4,375-34.5% |
| Admin fee / account holder | $57 | $357-83.9% | $12,068-99.5% | $834-93.1% |