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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,041 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,095 | $52,580-56.1% | $71,671-67.8% | $70,131-67.1% |
| Participation rate | 81.9% | 60.9%+21.1pp | 68.7%+13.2pp | 69.5%+12.4pp |
| Annual return | 16.86% | 20.25%-3.4pp | 20.65%-3.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $221 | $1,616-86.3% | $2,460-91.0% | $2,342-90.5% |
| Participant deferral / active EE | $1,743 | $2,386-27.0% | $3,438-49.3% | $3,332-47.7% |
| Admin fee / account holder | $72 | $3,653-98.0% | $5,558-98.7% | $4,645-98.4% |