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 9-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 | $54,178 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES Service code 49 4301 US 1 SOUTH · MONMOUTH JUNCTION, NJ 08852 | Other Services | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,370 | $62,928-97.8% | $172,739-99.2% | $67,579-98.0% |
| Participation rate | 78.9% | 64.5%+14.5pp | 82.6%-3.7pp | 71.3%+7.7pp |
| Annual return | 16.71% | 30.36%-13.6pp | 802.84%-786.1pp | 378.56%-361.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,167 | $2,145-45.6% | $5,198-77.5% | $3,539-67.0% |
| Admin fee / account holder | $75 | $167-54.9% | $13,954-99.5% | $142-47.2% |