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 | $3,069 |
ADP BROKER-DEALER2+ 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 | $28,954 | $60,165-51.9% | $74,183-61.0% | $55,167-47.5% |
| Participation rate | 95.8% | 74.2%+21.6pp | 76.6%+19.2pp | 69.0%+26.8pp |
| Annual return | 12.27% | 10.00%+2.3pp | 17.74%-5.5pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,648 | $1,600+3.0% | $2,370-30.5% | $1,963-16.0% |
| Participant deferral / active EE | $3,719 | $2,973+25.1% | $3,550+4.8% | $3,054+21.8% |
| Admin fee / account holder | $25 | $419-94.2% | $5,586-99.6% | $504-95.1% |