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-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $21,683 | $52,953-59.1% | $172,739-87.4% | $65,185-66.7% |
| Participation rate | 75.2% | 66.2%+9.0pp | 82.6%-7.5pp | 70.2%+5.0pp |
| Annual return | 5.23% | 30.12%-24.9pp | 802.84%-797.6pp | 29.38%-24.2pp |
| Employer contribution / active EE | $1,392 | $2,190-36.4% | $5,143-72.9% | $2,177-36.0% |
| Participant deferral / active EE | $1,910 | $2,471-22.7% | $5,198-63.3% | $3,514-45.7% |
| Admin fee / account holder | $29 | $472-93.9% | $13,954-99.8% | $847-96.6% |