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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,850 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 ONE PENN PLAZA, 47TH FLOOR · NEW YORK, NY 10119 | 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 | $3,863 | $80,177-95.2% | $123,892-96.9% | $57,658-93.3% |
| Participation rate | 90.1% | 74.4%+15.7pp | 81.4%+8.7pp | 70.2%+19.9pp |
| Annual return | 41.74% | 17.90%+23.8pp | 47.52%-5.8pp | 5.13%+36.6pp |
| Employer contribution / active EE | $1,128 | $2,913-61.3% | $4,617-75.6% | $1,974-42.8% |
| Participant deferral / active EE | $2,329 | $5,130-54.6% | $5,984-61.1% | $3,061-23.9% |
| Admin fee / account holder | $13 | $106-87.7% | $8,357-99.8% | $95-86.1% |