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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,260 |
ADP BROKER-DEALER2 years 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 | $14,742 | $47,448-68.9% | $94,993-84.5% | $62,292-76.3% |
| Participation rate | 94.1% | 66.5%+27.6pp | 73.9%+20.2pp | 69.5%+24.5pp |
| Annual return | 17.22% | 22.64%-5.4pp | 27.12%-9.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $588 | $1,300-54.8% | $2,603-77.4% | $2,042-71.2% |
| Participant deferral / active EE | $2,908 | $2,375+22.4% | $3,317-12.3% | $3,169-8.2% |
| Admin fee / account holder | $8 | $434-98.2% | $4,960-99.8% | $479-98.4% |