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 9-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 | $1,075 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,004 | $53,777-23.8% | $134,143-69.4% | $79,858-48.7% |
| Participation rate | 82.9% | 58.8%+24.2pp | 72.2%+10.8pp | 69.6%+13.3pp |
| Annual return | 16.92% | 19.01%-2.1pp | 36.33%-19.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,301 | $1,321+74.1% | $3,704-37.9% | $2,471-6.9% |
| Participant deferral / active EE | $7,944 | $2,420+228.2% | $3,499+127.0% | $3,740+112.4% |
| Admin fee / account holder | $8 | $3,984-99.8% | $6,684-99.9% | $5,306-99.8% |