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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,736 |
GATEWAY ADVISORY, LLC2 years Service code 15 · EIN 27-1678306 | Recordkeeping | $8,633 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
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 | $20,340 | $52,953-61.6% | $172,739-88.2% | $65,185-68.8% |
| Participation rate | 70.8% | 66.2%+4.6pp | 82.6%-11.8pp | 70.2%+0.6pp |
| Annual return | 20.23% | 30.12%-9.9pp | 802.84%-782.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $286 | $2,190-86.9% | $5,143-94.4% | $2,177-86.8% |
| Participant deferral / active EE | $1,778 | $2,471-28.0% | $5,198-65.8% | $3,514-49.4% |
| Admin fee / account holder | $222 | $472-53.0% | $13,954-98.4% | $847-73.8% |