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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
ADP BROKER-DEALER1+ 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 | $13,096 | $52,467-75.0% | $57,179-77.1% | $55,167-76.3% |
| Participation rate | 89.0% | 75.8%+13.1pp | 75.3%+13.6pp | 69.0%+20.0pp |
| Annual return | 12.26% | 7.72%+4.5pp | 14.59%-2.3pp | 169.23%-157.0pp |
| Employer contribution / active EE | $3,844 | $2,477+55.2% | $2,682+43.3% | $1,963+95.9% |
| Participant deferral / active EE | $3,291 | $2,830+16.3% | $3,096+6.3% | $3,054+7.7% |
| Admin fee / account holder | $2 | $269-99.1% | $3,139-99.9% | $504-99.5% |