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 | $25,049 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC 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 | $7,352 | $46,219-84.1% | $89,391-91.8% | $90,288-91.9% |
| Participation rate | 19.8% | 44.9%-25.0pp | 68.0%-48.1pp | 73.4%-53.5pp |
| Annual return | 18.63% | 25.71%-7.1pp | 245.62%-227.0pp | 53.97%-35.3pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $450 | $2,136-78.9% | $3,890-88.4% | $4,232-89.4% |
| Admin fee / account holder | $32 | $147-77.9% | $4,881-99.3% | $114-71.5% |