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 5-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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,969 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,920 | $54,193-89.1% | $93,654-93.7% | $77,671-92.4% |
| Participation rate | 87.1% | 63.9%+23.2pp | 68.7%+18.4pp | 70.6%+16.5pp |
| Annual return | 9.67% | 30.54%-20.9pp | 133.34%-123.7pp | 31.21%-21.5pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,709 | $3,144-45.7% | $4,413-61.3% | $4,648-63.2% |
| Admin fee / account holder | $72 | $576-87.5% | $8,282-99.1% | $430-83.3% |