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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,688 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,500 |
GALLO & COMPANY CPA'S LLP2 years Filed as: GALLO & COMPANY CPAS LLP Service code 15 · EIN 20-2019885 | Recordkeeping | $13,000 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,451 | $98,750-40.8% | $149,696-61.0% | $79,858-26.8% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.1pp |
| Annual return | 15.63% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $18 | $3,216-99.4% | $4,644-99.6% | $2,471-99.3% |
| Participant deferral / active EE | $8,063 | $5,680+41.9% | $6,842+17.8% | $3,740+115.6% |
| Admin fee / account holder | $516 | $6,053-91.5% | $9,309-94.5% | $5,306-90.3% |