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 8-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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,933 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,421 | $50,175-31.4% | $99,443-65.4% | $65,185-47.2% |
| Participation rate | 69.1% | 68.4%+0.7pp | 73.8%-4.7pp | 70.2%-1.1pp |
| Annual return | 20.62% | 25.36%-4.7pp | 30.72%-10.1pp | 29.38%-8.8pp |
| Employer contribution / active EE | $354 | $1,496-76.4% | $2,540-86.1% | $2,177-83.8% |
| Participant deferral / active EE | $2,129 | $2,748-22.5% | $3,619-41.2% | $3,514-39.4% |
| Admin fee / account holder | $138 | $398-65.3% | $6,250-97.8% | $847-83.7% |