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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,200 |
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 | $25,633 | $91,190-71.9% | $178,490-85.6% | $79,858-67.9% |
| Participation rate | 95.1% | 69.2%+25.9pp | 81.9%+13.2pp | 69.6%+25.5pp |
| Annual return | 17.13% | 24.19%-7.1pp | 151.07%-133.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,821 | $3,256+78.8% | $5,011+16.2% | $2,471+135.6% |
| Participant deferral / active EE | $4,459 | $3,236+37.8% | $5,202-14.3% | $3,740+19.2% |
| Admin fee / account holder | $144 | $6,751-97.9% | $13,984-99.0% | $5,306-97.3% |