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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,121 |
Filed as: GALLO & COMPANY CPAS LLP Service code 15 · EIN 20-1019885 | Recordkeeping | $13,000 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,245 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,482 | $89,652-59.3% | $141,162-74.2% | $65,185-44.0% |
| Participation rate | 86.2% | 74.7%+11.4pp | 82.5%+3.7pp | 70.2%+16.0pp |
| Annual return | 21.98% | 32.79%-10.8pp | 71.39%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,930 | $5,691-13.4% | $6,709-26.5% | $3,514+40.3% |
| Admin fee / account holder | $301 | $569-47.0% | $10,261-97.1% | $847-64.4% |