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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,090 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,665 | $60,396-64.1% | $111,392-80.6% | $56,287-61.5% |
| Participation rate | 77.7% | 72.4%+5.3pp | 78.9%-1.2pp | 69.9%+7.9pp |
| Annual return | -9.17% | 20.26%-29.4pp | -2.06%-7.1pp | -9.96%+0.8pp |
| Employer contribution / active EE | $3,002 | $3,459-13.2% | $4,328-30.6% | $2,111+42.2% |
| Participant deferral / active EE | $5,214 | $4,421+17.9% | $5,567-6.3% | $3,350+55.6% |
| Admin fee / account holder | $15 | $610-97.6% | $12,266-99.9% | $521-97.1% |