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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 255 EXECUTIVE DR · PLAINVIEW, NY 11803 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $12,163 | $45,035-73.0% | $62,995-80.7% | $70,131-82.7% |
| Participation rate | 41.4% | 69.5%-28.1pp | 74.8%-33.4pp | 69.5%-28.2pp |
| Annual return | 18.88% | 18.76%+0.1pp | 87.57%-68.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $693 | $2,051-66.2% | $2,759-74.9% | $2,342-70.4% |
| Participant deferral / active EE | $1,606 | $2,465-34.8% | $3,329-51.8% | $3,332-51.8% |
| Admin fee / account holder | $6 | $2,834-99.8% | $3,600-99.8% | $4,645-99.9% |