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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $14,278 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,050 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,272 | $22,714-81.2% | $59,496-92.8% | $55,191-92.3% |
| Participation rate | 70.0% | 37.5%+32.5pp | 54.6%+15.4pp | 69.2%+0.8pp |
| Annual return | 9.38% | -44.01%+53.4pp | 182.05%-172.7pp | 10.78%-1.4pp |
| Employer contribution / active EE | $138 | $418-66.9% | $1,153-88.0% | $1,899-92.7% |
| Participant deferral / active EE | $1,016 | $843+20.5% | $1,829-44.5% | $3,046-66.7% |
| Admin fee / account holder | $7 | $83-91.6% | $2,232-99.7% | $91-92.3% |