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 | $1,050 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS Service code 49 200 N.SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,800 | $71,192-77.8% | $117,854-86.6% | $62,292-74.6% |
| Participation rate | 89.4% | 74.2%+15.2pp | 79.7%+9.8pp | 69.5%+19.9pp |
| Annual return | 23.50% | 18.66%+4.8pp | 335.08%-311.6pp | 28.90%-5.4pp |
| Employer contribution / active EE | $761 | $1,934-60.7% | $3,786-79.9% | $2,042-62.8% |
| Participant deferral / active EE | $2,262 | $3,189-29.1% | $4,482-49.5% | $3,169-28.6% |
| Admin fee / account holder | $6 | $587-98.9% | $8,020-99.9% | $479-98.7% |