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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $30,675 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,623 | $42,546+61.3% | $71,796-4.4% | $55,167+24.4% |
| Participation rate | 52.1% | 59.1%-7.0pp | 69.1%-17.0pp | 69.0%-16.9pp |
| Annual return | 5.81% | 12.36%-6.5pp | 78.04%-72.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $733 | $803-8.8% | $1,924-61.9% | $1,963-62.7% |
| Participant deferral / active EE | $3,220 | $2,064+56.0% | $2,794+15.2% | $3,054+5.4% |
| Admin fee / account holder | $8 | $650-98.8% | $4,815-99.8% | $504-98.5% |