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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,469 |
EVERHART ADVISORS2+ years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $11,465 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $9 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,209 | $47,944+21.4% | $67,834-14.2% | $62,891-7.4% |
| Participation rate | 71.6% | 61.1%+10.5pp | 68.8%+2.8pp | 69.3%+2.3pp |
| Annual return | 8.13% | 11.77%-3.6pp | 138.47%-130.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $641 | $1,562-58.9% | $2,403-73.3% | $2,281-71.9% |
| Participant deferral / active EE | $3,472 | $2,247+54.6% | $3,160+9.9% | $3,203+8.4% |
| Admin fee / account holder | $459 | $3,712-87.6% | $4,622-90.1% | $4,296-89.3% |