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-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $22,115 | $76,000-70.9% | $154,107-85.6% | $64,186-65.5% |
| Participation rate | 95.9% | 70.4%+25.5pp | 83.0%+12.9pp | 69.6%+26.4pp |
| Annual return | -0.22% | 30.32%-30.5pp | 735.12%-735.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,052 | $3,351-68.6% | $5,298-80.1% | $2,381-55.8% |
| Participant deferral / active EE | $1,133 | $3,175-64.3% | $5,081-77.7% | $3,470-67.3% |
| Admin fee / account holder | $12 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |