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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,043 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $12,031 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $49,681 | $73,638-32.5% | $95,952-48.2% | $73,488-32.4% |
| Participation rate | 86.9% | 76.2%+10.8pp | 77.1%+9.8pp | 70.7%+16.2pp |
| Annual return | 18.56% | 16.78%+1.8pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,218 | $1,863-34.7% | $2,541-52.1% | $2,270-46.4% |
| Participant deferral / active EE | $3,224 | $3,617-10.9% | $4,167-22.6% | $3,740-13.8% |
| Admin fee / account holder | $250 | $482-48.2% | $6,795-96.3% | $513-51.4% |