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 |
|---|---|---|
DOPKINS & COMPANY, LLP1 year Service code 15 · EIN 16-0929175 | Recordkeeping | $13,000 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $11,514 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,766 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $9,783 | $35,986-72.8% | $77,482-87.4% | $73,488-86.7% |
| Participation rate | 86.5% | 40.8%+45.6pp | 54.2%+32.3pp | 70.7%+15.8pp |
| Annual return | 10.60% | 19.26%-8.7pp | 54.79%-44.2pp | 28.51%-17.9pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,465 | $1,198+22.3% | $1,861-21.3% | $3,740-60.8% |
| Admin fee / account holder | $71 | $466-84.7% | $2,858-97.5% | $513-86.1% |