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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $34,981 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,897 | $89,652-60.0% | $141,162-74.6% | $65,185-44.9% |
| Participation rate | 87.8% | 74.7%+13.1pp | 82.5%+5.4pp | 70.2%+17.6pp |
| Annual return | 37.26% | 32.79%+4.5pp | 71.39%-34.1pp | 29.38%+7.9pp |
| Employer contribution / active EE | $2,363 | $3,065-22.9% | $4,735-50.1% | $2,177+8.6% |
| Participant deferral / active EE | $8,022 | $5,691+41.0% | $6,709+19.6% | $3,514+128.3% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |