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 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT2 years Filed as: AIG SECURITIES Service code 49 1999 HARRISON STREET · OAKLAND, CA 94612 | 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 | $15,940 | $37,196-57.1% | $154,107-89.7% | $55,725-71.4% |
| Participation rate | 20.0% | 64.1%-44.1pp | 83.0%-63.1pp | 70.9%-50.9pp |
| Annual return | 0.59% | 1319.68%-1319.1pp | 735.12%-734.5pp | 244.93%-244.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,162 | $2,068-43.8% | $5,081-77.1% | $3,356-65.4% |
| Admin fee / account holder | $8 | $102-91.9% | $13,411-99.9% | $115-92.8% |