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 8-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,040 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,723 | $89,652-62.4% | $141,162-76.1% | $65,185-48.3% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.5%+13.2pp | 70.2%+25.5pp |
| Annual return | 92.40% | 32.79%+59.6pp | 71.39%+21.0pp | 29.38%+63.0pp |
| Employer contribution / active EE | $6,860 | $3,065+123.8% | $4,735+44.9% | $2,177+215.2% |
| Participant deferral / active EE | $12,061 | $5,691+111.9% | $6,709+79.8% | $3,514+243.3% |
| Admin fee / account holder | $6 | $569-99.0% | $10,261-99.9% | $847-99.3% |