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 | $19,679 |
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 | $24,453 | $47,922-49.0% | $75,886-67.8% | $65,185-62.5% |
| Participation rate | 74.0% | 63.0%+11.0pp | 69.3%+4.7pp | 70.2%+3.8pp |
| Annual return | 19.51% | 24.12%-4.6pp | 30.76%-11.2pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,090 | $1,557-30.0% | $2,500-56.4% | $2,177-49.9% |
| Participant deferral / active EE | $2,580 | $2,550+1.2% | $3,603-28.4% | $3,514-26.6% |
| Admin fee / account holder | $108 | $532-79.7% | $5,418-98.0% | $847-87.2% |