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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,780 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC6+ years Filed as: SECURITIES SERVICE NETWORK, INC Service code 49 1317 RT 73 SUITE 107 · MT LAUREL, NJ 08054 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,586 | $70,908-47.0% | $98,907-62.0% | $73,488-48.9% |
| Participation rate | 69.3% | 73.8%-4.5pp | 76.0%-6.7pp | 70.7%-1.4pp |
| Annual return | 21.61% | 34.17%-12.6pp | 196.43%-174.8pp | 28.51%-6.9pp |
| Employer contribution / active EE | $1,244 | $2,036-38.9% | $2,689-53.7% | $2,270-45.2% |
| Participant deferral / active EE | $4,168 | $3,500+19.1% | $4,244-1.8% | $3,740+11.5% |
| Admin fee / account holder | $11 | $535-97.9% | $6,642-99.8% | $513-97.9% |