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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,313 |
UHY LLP1 year Filed as: UHY, LLP Service code 15 · EIN 20-0694403 | Recordkeeping | $5,980 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 26200 AMERICAN DRIVE 5TH FLOOR · SOUTHFIELD, MI 48034 | 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 | $14,381 | $80,753-82.2% | $136,294-89.4% | $62,292-76.9% |
| Participation rate | 84.2% | 73.5%+10.7pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 18.81% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,742 | $5,164-27.5% | $6,247-40.1% | $3,169+18.1% |
| Admin fee / account holder | $76 | $525-85.6% | $9,243-99.2% | $479-84.2% |