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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,921 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | 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 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 | $55,327 | $99,957-44.6% | $149,696-63.0% | $73,488-24.7% |
| Participation rate | 70.6% | 75.7%-5.1pp | 82.5%-11.9pp | 70.7%-0.1pp |
| Annual return | 20.03% | 53.87%-33.8pp | 276.60%-256.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $2,005 | $3,191-37.2% | $4,644-56.8% | $2,270-11.7% |
| Participant deferral / active EE | $6,747 | $6,073+11.1% | $6,842-1.4% | $3,740+80.4% |
| Admin fee / account holder | $28 | $551-95.0% | $9,309-99.7% | $513-94.6% |