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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,069 |
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 | $18,656 | $81,537-77.1% | $149,718-87.5% | $69,631-73.2% |
| Participation rate | 87.6% | 86.1%+1.5pp | 87.1%+0.5pp | 70.7%+16.9pp |
| Annual return | 21.29% | 22.79%-1.5pp | 1501.63%-1480.3pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,813 | $4,994-23.6% | $6,569-41.9% | $3,224+18.3% |
| Admin fee / account holder | $14 | $107-86.6% | $11,283-99.9% | $110-87.1% |