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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $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 | $33,078 | $52,681-37.2% | $75,781-56.4% | $59,632-44.5% |
| Participation rate | 77.6% | 67.2%+10.4pp | 75.8%+1.8pp | 68.7%+9.0pp |
| Annual return | -1.06% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,200 | $2,193-45.3% | $3,323-63.9% | $2,203-45.5% |
| Participant deferral / active EE | $3,076 | $2,591+18.7% | $3,651-15.8% | $3,192-3.6% |
| Admin fee / account holder | $6 | $3,610-99.8% | $5,299-99.9% | $4,297-99.9% |