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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,427 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 75 LIEGHTON ROAD · FALMOUTH, ME 04105 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $56,991 | $54,590+4.4% | $81,930-30.4% | $73,488-22.4% |
| Participation rate | 24.8% | 68.3%-43.6pp | 72.0%-47.2pp | 70.7%-45.9pp |
| Annual return | 14.18% | 17.74%-3.6pp | 29.49%-15.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,020 | $2,759-63.0% | $7,107-85.7% | $3,740-72.7% |
| Admin fee / account holder | $17 | $592-97.1% | $5,158-99.7% | $513-96.6% |