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 | $400 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,770 | $42,772-51.4% | $87,507-76.3% | $55,167-62.4% |
| Participation rate | 55.7% | 66.5%-10.8pp | 73.8%-18.1pp | 69.0%-13.3pp |
| Annual return | 14.86% | 21.20%-6.3pp | 12.21%+2.7pp | 169.23%-154.4pp |
| Employer contribution / active EE | $2,409 | $1,277+88.7% | $2,550-5.5% | $1,963+22.7% |
| Participant deferral / active EE | $5,551 | $2,342+137.0% | $3,149+76.3% | $3,054+81.7% |
| Admin fee / account holder | $4 | $461-99.2% | $4,221-99.9% | $504-99.3% |