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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,236 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 49 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,941 | $52,953-49.1% | $172,739-84.4% | $65,185-58.7% |
| Participation rate | 25.6% | 66.2%-40.5pp | 82.6%-57.0pp | 70.2%-44.6pp |
| Annual return | 25.50% | 30.12%-4.6pp | 802.84%-777.3pp | 29.38%-3.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,414 | $2,471-2.3% | $5,198-53.6% | $3,514-31.3% |
| Admin fee / account holder | $14 | $472-97.1% | $13,954-99.9% | $847-98.4% |