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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $13,280 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,610 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $17,143 | $84,233-79.6% | $170,442-89.9% | $70,131-75.6% |
| Participation rate | 92.8% | 70.8%+21.9pp | 83.6%+9.2pp | 69.5%+23.2pp |
| Annual return | 20.89% | 23.06%-2.2pp | 205.93%-185.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $468 | $3,387-86.2% | $5,433-91.4% | $2,342-80.0% |
| Participant deferral / active EE | $2,990 | $3,086-3.1% | $4,939-39.5% | $3,332-10.2% |
| Admin fee / account holder | $87 | $5,698-98.5% | $13,880-99.4% | $4,645-98.1% |