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 | $3,196 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 270 N MAIN STREET · STILLWATER, MN 55082 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,354 | $55,453-54.3% | $170,442-85.1% | $62,292-59.3% |
| Participation rate | 24.2% | 66.4%-42.2pp | 83.6%-59.4pp | 69.5%-45.3pp |
| Annual return | 15.26% | 21.38%-6.1pp | 205.93%-190.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $83 | $2,164-96.1% | $5,433-98.5% | $2,042-95.9% |
| Participant deferral / active EE | $843 | $2,303-63.4% | $4,939-82.9% | $3,169-73.4% |
| Admin fee / account holder | $69 | $455-84.7% | $13,880-99.5% | $479-85.5% |