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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,450 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,019 | $89,553-74.3% | $81,367-71.7% | $52,331-56.0% |
| Participation rate | 93.7% | 82.2%+11.5pp | 82.3%+11.4pp | 68.1%+25.6pp |
| Annual return | 5.04% | 4.41%+0.6pp | -0.92%+6.0pp | 4.54%+0.5pp |
| Employer contribution / active EE | $3,298 | $3,780-12.8% | $3,930-16.1% | $1,882+75.3% |
| Participant deferral / active EE | $4,403 | $5,359-17.8% | $5,383-18.2% | $3,022+45.7% |
| Admin fee / account holder | $27 | $1,914-98.6% | $8,926-99.7% | $592-95.4% |