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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT1+ years Service code 49 246 FOUNDERS PARK DR · RAPID CITY, SD 57709 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $9,207 | $26,805-65.7% | $59,496-84.5% | $52,331-82.4% |
| Participation rate | 26.0% | 39.3%-13.4pp | 54.6%-28.6pp | 68.1%-42.1pp |
| Annual return | -0.71% | 2.61%-3.3pp | 182.05%-182.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $633 | $916-31.0% | $1,829-65.4% | $3,022-79.1% |
| Admin fee / account holder | $7 | $305-97.8% | $2,232-99.7% | $592-98.9% |