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-DEALER4+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $665 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $73,662 | $43,504+69.3% | $68,793+7.1% | $56,287+30.9% |
| Participation rate | 41.6% | 67.8%-26.3pp | 72.2%-30.6pp | 69.9%-28.3pp |
| Annual return | 0.22% | -3.15%+3.4pp | -4.63%+4.8pp | -9.96%+10.2pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,645 | $2,509+5.4% | $3,311-20.1% | $3,350-21.0% |
| Admin fee / account holder | $11 | $515-97.8% | $5,131-99.8% | $521-97.9% |