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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,069 |
ADP BROKER-DEALER1 year 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 | $11,111 | $71,192-84.4% | $117,854-90.6% | $62,292-82.2% |
| Participation rate | 94.0% | 74.2%+19.8pp | 79.7%+14.4pp | 69.5%+24.5pp |
| Annual return | 19.28% | 18.66%+0.6pp | 335.08%-315.8pp | 28.90%-9.6pp |
| Employer contribution / active EE | $547 | $1,934-71.7% | $3,786-85.6% | $2,042-73.2% |
| Participant deferral / active EE | $2,602 | $3,189-18.4% | $4,482-42.0% | $3,169-17.9% |
| Admin fee / account holder | $40 | $587-93.1% | $8,020-99.5% | $479-91.6% |