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 | $27,369 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,738 |
ADP BROKER-DEALER2+ 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 | $36,558 | $56,629-35.4% | $77,999-53.1% | $55,167-33.7% |
| Participation rate | 84.8% | 73.3%+11.5pp | 75.5%+9.3pp | 69.0%+15.8pp |
| Annual return | 23.81% | 2866.98%-2843.2pp | 425.96%-402.2pp | 169.23%-145.4pp |
| Employer contribution / active EE | $460 | $1,723-73.3% | $2,470-81.4% | $1,963-76.5% |
| Participant deferral / active EE | $2,218 | $2,777-20.1% | $3,497-36.6% | $3,054-27.4% |
| Admin fee / account holder | $32 | $467-93.1% | $5,480-99.4% | $504-93.6% |