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 | $4,390 |
ADP BROKER-DEALER2+ 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 | $6,960 | $46,297-85.0% | $71,671-90.3% | $62,292-88.8% |
| Participation rate | 96.9% | 60.6%+36.3pp | 68.7%+28.2pp | 69.5%+27.4pp |
| Annual return | 26.61% | 22.32%+4.3pp | 20.65%+6.0pp | 28.90%-2.3pp |
| Employer contribution / active EE | $1,481 | $1,412+4.9% | $2,460-39.8% | $2,042-27.5% |
| Participant deferral / active EE | $2,624 | $2,235+17.4% | $3,438-23.7% | $3,169-17.2% |
| Admin fee / account holder | $16 | $461-96.5% | $5,558-99.7% | $479-96.7% |