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 7-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 |
|---|---|---|
Filed as: AMERICAN ENTERPRISE INVESTMENT SERV Service code 15 · EIN 41-1667086 | Recordkeeping | $20,213 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,595 |
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 | $32,648 | $89,652-63.6% | $141,162-76.9% | $65,185-49.9% |
| Participation rate | 99.2% | 74.7%+24.5pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 27.25% | 32.79%-5.5pp | 71.39%-44.1pp | 29.38%-2.1pp |
| Employer contribution / active EE | $1,834 | $3,065-40.2% | $4,735-61.3% | $2,177-15.8% |
| Participant deferral / active EE | $7,757 | $5,691+36.3% | $6,709+15.6% | $3,514+120.8% |
| Admin fee / account holder | $230 | $569-59.5% | $10,261-97.8% | $847-72.8% |