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 | $20,852 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,700 |
ADP BROKER-DEALER3+ 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 | $4,826 | $28,416-83.0% | $73,545-93.4% | $69,631-93.1% |
| Participation rate | 88.5% | 38.3%+50.1pp | 54.9%+33.5pp | 70.7%+17.8pp |
| Annual return | 17.84% | -694.13%+712.0pp | -15.16%+33.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $173 | $430-59.8% | $1,219-85.8% | $2,032-91.5% |
| Participant deferral / active EE | $1,114 | $897+24.1% | $1,806-38.3% | $3,224-65.5% |
| Admin fee / account holder | $6 | $104-94.1% | $2,320-99.7% | $110-94.4% |