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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,573 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
GWN SECURITIES, INC5+ years Service code 49 PO BOX 112114 · NAPLES, FL 34108 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,153 | $41,617-82.8% | $84,611-91.5% | $77,787-90.8% |
| Participation rate | 17.2% | 45.0%-27.8pp | 68.2%-51.0pp | 73.2%-56.0pp |
| Annual return | 29.24% | 24.97%+4.3pp | 258.74%-229.5pp | 32.57%-3.3pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,652-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $366 | $2,129-82.8% | $3,899-90.6% | $3,967-90.8% |
| Admin fee / account holder | $16 | $121-86.4% | $4,912-99.7% | $100-83.5% |