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-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $23,282 | $47,977-51.5% | $154,107-84.9% | $56,287-58.6% |
| Participation rate | 74.7% | 66.2%+8.5pp | 83.0%-8.4pp | 69.9%+4.8pp |
| Annual return | 9.55% | 3.54%+6.0pp | 735.12%-725.6pp | -9.96%+19.5pp |
| Employer contribution / active EE | $1,334 | $2,169-38.5% | $5,298-74.8% | $2,111-36.8% |
| Participant deferral / active EE | $1,835 | $2,392-23.3% | $5,081-63.9% | $3,350-45.2% |
| Admin fee / account holder | $28 | $438-93.6% | $13,411-99.8% | $521-94.6% |