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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,449 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $14,283 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,056 | $47,977-85.3% | $154,107-95.4% | $56,287-87.5% |
| Participation rate | 78.0% | 66.2%+11.9pp | 83.0%-5.0pp | 69.9%+8.2pp |
| Annual return | -5.11% | 3.54%-8.7pp | 735.12%-740.2pp | -9.96%+4.8pp |
| Employer contribution / active EE | $282 | $2,169-87.0% | $5,298-94.7% | $2,111-86.7% |
| Participant deferral / active EE | $2,185 | $2,392-8.6% | $5,081-57.0% | $3,350-34.8% |
| Admin fee / account holder | $155 | $438-64.6% | $13,411-98.8% | $521-70.2% |