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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,600 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $28,662 | $54,320-47.2% | $67,652-57.6% | $52,331-45.2% |
| Participation rate | 79.4% | 73.6%+5.8pp | 75.7%+3.7pp | 68.1%+11.3pp |
| Annual return | 6.62% | 6.81%-0.2pp | 6625.04%-6618.4pp | 4.54%+2.1pp |
| Employer contribution / active EE | $791 | $1,544-48.8% | $2,266-65.1% | $1,882-58.0% |
| Participant deferral / active EE | $2,722 | $2,950-7.7% | $3,560-23.5% | $3,022-9.9% |
| Admin fee / account holder | $18 | $527-96.6% | $4,821-99.6% | $592-96.9% |