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 6-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,760 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 901 WILSHIRE DRIVE · TROY, MI 48363 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,709 | $68,346-65.3% | $94,646-74.9% | $75,163-68.5% |
| Participation rate | 88.2% | 76.1%+12.1pp | 80.8%+7.3pp | 67.2%+21.0pp |
| Annual return | 23.22% | 616.93%-593.7pp | 156.71%-133.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,506 | $6,537+45.4% | $7,418+28.1% | $4,125+130.4% |
| Admin fee / account holder | $15 | $5,326-99.7% | $7,231-99.8% | $5,651-99.7% |