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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $23,030 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,895 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
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 | $12,568 | $46,173-72.8% | $170,442-92.6% | $69,631-82.0% |
| Participation rate | 92.9% | 63.9%+29.0pp | 83.6%+9.3pp | 70.7%+22.2pp |
| Annual return | 16.78% | 21.62%-4.8pp | 205.93%-189.2pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $875 | $1,610-45.6% | $5,433-83.9% | $2,032-56.9% |
| Participant deferral / active EE | $1,251 | $2,080-39.9% | $4,939-74.7% | $3,224-61.2% |
| Admin fee / account holder | $12 | $116-89.3% | $13,880-99.9% | $110-88.7% |