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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $25,107 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,698 | $46,745-60.0% | $60,547-69.1% | $52,331-64.3% |
| Participation rate | 32.8% | 58.6%-25.7pp | 68.0%-35.1pp | 68.1%-35.3pp |
| Annual return | -3.01% | 0.61%-3.6pp | 335.64%-338.7pp | 4.54%-7.6pp |
| Employer contribution / active EE | $512 | $1,259-59.3% | $2,419-78.8% | $1,882-72.8% |
| Participant deferral / active EE | $1,563 | $2,145-27.1% | $3,328-53.0% | $3,022-48.3% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |