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 9-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 37 · EIN 13-3036745 | Loan Processing | $250 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL5 years Service code 49 451 S BETHLEHEM PIKE · FT WASHINGTON, PA 19034 | Other Services | $0 |
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 | $27,980 | $59,839-53.2% | $81,983-65.9% | $79,858-65.0% |
| Participation rate | 71.6% | 61.6%+10.0pp | 69.2%+2.3pp | 69.6%+2.0pp |
| Annual return | 24.43% | 17.56%+6.9pp | 41.31%-16.9pp | 31.71%-7.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,246 | $2,695-53.8% | $3,722-66.5% | $3,740-66.7% |
| Admin fee / account holder | $2 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |