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 | $14,602 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $34,863 | $55,214-36.9% | $104,607-66.7% | $73,488-52.6% |
| Participation rate | 91.1% | 67.8%+23.2pp | 74.1%+17.0pp | 70.7%+20.4pp |
| Annual return | 18.58% | 24.79%-6.2pp | 340.46%-321.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $485 | $1,468-67.0% | $2,681-81.9% | $2,270-78.7% |
| Participant deferral / active EE | $4,032 | $2,925+37.9% | $3,740+7.8% | $3,740+7.8% |
| Admin fee / account holder | $119 | $424-72.0% | $6,473-98.2% | $513-76.9% |