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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,714 |
ADP BROKER-DEALER4+ 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).
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 | $10,017 | $43,504-77.0% | $68,793-85.4% | $56,287-82.2% |
| Participation rate | 88.9% | 67.8%+21.0pp | 72.2%+16.7pp | 69.9%+19.0pp |
| Annual return | -0.26% | -3.15%+2.9pp | -4.63%+4.4pp | -9.96%+9.7pp |
| Employer contribution / active EE | $727 | $1,525-52.3% | $2,625-72.3% | $2,111-65.6% |
| Participant deferral / active EE | $1,821 | $2,509-27.4% | $3,311-45.0% | $3,350-45.6% |
| Admin fee / account holder | $28 | $515-94.5% | $5,131-99.4% | $521-94.5% |