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 | $23,216 |
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 | $41,484 | $78,422-47.1% | $95,952-56.8% | $79,858-48.1% |
| Participation rate | 87.1% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 13.90% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $828 | $1,945-57.5% | $2,541-67.4% | $2,471-66.5% |
| Participant deferral / active EE | $3,420 | $3,440-0.6% | $4,167-17.9% | $3,740-8.6% |
| Admin fee / account holder | $195 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |