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 6-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 | $1,110 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 500 POST ROAD EAST 2ND FLOOR · WESTPORT, CT 06881 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,937 | $63,114-92.2% | $92,893-94.7% | $65,185-92.4% |
| Participation rate | 88.8% | 68.8%+20.0pp | 76.0%+12.8pp | 70.2%+18.6pp |
| Annual return | 21.91% | 28.75%-6.8pp | 109.41%-87.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,122 | $3,108-31.7% | $4,236-49.9% | $3,514-39.6% |
| Admin fee / account holder | $8 | $624-98.7% | $5,794-99.9% | $847-99.0% |