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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,604 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 16644 W. BERNARDO DRIVE · RANCHO BERNARDO, CA 92127 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $20,448 | $55,449-63.1% | $83,848-75.6% | $56,287-63.7% |
| Participation rate | 35.7% | 68.0%-32.3pp | 76.1%-40.5pp | 69.9%-34.2pp |
| Annual return | -4.84% | -1.38%-3.5pp | 850.88%-855.7pp | -9.96%+5.1pp |
| Employer contribution / active EE | $279 | $2,430-88.5% | $3,631-92.3% | $2,111-86.8% |
| Participant deferral / active EE | $1,582 | $2,935-46.1% | $4,082-61.2% | $3,350-52.8% |
| Admin fee / account holder | $53 | $656-91.8% | $5,478-99.0% | $521-89.7% |