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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,080 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $5,987 | $69,362-91.4% | $101,248-94.1% | $73,488-91.9% |
| Participation rate | 86.4% | 68.4%+18.0pp | 75.8%+10.6pp | 70.7%+15.7pp |
| Annual return | 18.60% | 18.46%+0.1pp | 46.47%-27.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,930 | $3,300-41.5% | $4,370-55.8% | $3,740-48.4% |
| Admin fee / account holder | $6 | $704-99.2% | $5,945-99.9% | $513-98.9% |