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 | $5,746 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS, INC Service code 49 WANDO PARK BLUD STE 140 · MT PLEASANT, SC 29464 | Other Services | $0 |
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 | $39,517 | $49,138-19.6% | $84,015-53.0% | $65,185-39.4% |
| Participation rate | 84.2% | 60.7%+23.4pp | 69.0%+15.1pp | 70.2%+14.0pp |
| Annual return | 19.59% | 23.00%-3.4pp | 71.31%-51.7pp | 29.38%-9.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,801 | $2,397+16.9% | $3,239-13.5% | $3,514-20.3% |
| Admin fee / account holder | $53 | $543-90.2% | $6,101-99.1% | $847-93.7% |