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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,506 | $80,753-35.0% | $136,294-61.5% | $62,292-15.7% |
| Participation rate | 83.2% | 73.5%+9.6pp | 81.9%+1.2pp | 69.5%+13.7pp |
| Annual return | 26.26% | 35.83%-9.6pp | 5155.94%-5129.7pp | 28.90%-2.6pp |
| Employer contribution / active EE | $354 | $2,884-87.7% | $4,695-92.5% | $2,042-82.6% |
| Participant deferral / active EE | $3,620 | $5,164-29.9% | $6,247-42.1% | $3,169+14.2% |
| Admin fee / account holder | $38 | $525-92.8% | $9,243-99.6% | $479-92.1% |