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-DEALER4 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $1,250 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,930 | $51,175-29.8% | $70,515-49.0% | $75,163-52.2% |
| Participation rate | 76.2% | 60.9%+15.3pp | 68.3%+7.8pp | 67.2%+9.0pp |
| Annual return | 23.77% | 30.02%-6.3pp | 32.77%-9.0pp | 160.62%-136.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,724 | $2,849-4.4% | $4,567-40.4% | $4,125-34.0% |
| Admin fee / account holder | $11 | $4,091-99.7% | $6,412-99.8% | $5,651-99.8% |