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 | $2,969 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $19,050 | $45,825-58.4% | $90,645-79.0% | $56,287-66.2% |
| Participation rate | 89.1% | 66.7%+22.4pp | 74.0%+15.1pp | 69.9%+19.2pp |
| Annual return | -9.69% | 38.64%-48.3pp | 1.88%-11.6pp | -9.96%+0.3pp |
| Employer contribution / active EE | $630 | $1,372-54.1% | $2,532-75.1% | $2,111-70.1% |
| Participant deferral / active EE | $3,032 | $2,562+18.3% | $3,425-11.5% | $3,350-9.5% |
| Admin fee / account holder | $23 | $413-94.4% | $4,994-99.5% | $521-95.6% |