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 | $1,665 |
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 | $23,019 | $53,901-57.3% | $134,143-82.8% | $73,488-68.7% |
| Participation rate | 87.7% | 62.8%+24.9pp | 72.2%+15.5pp | 70.7%+17.0pp |
| Annual return | 23.60% | 15.82%+7.8pp | 36.33%-12.7pp | 28.51%-4.9pp |
| Employer contribution / active EE | $18 | $1,458-98.8% | $3,704-99.5% | $2,270-99.2% |
| Participant deferral / active EE | $9,963 | $2,739+263.8% | $3,499+184.7% | $3,740+166.4% |
| Admin fee / account holder | $6 | $581-98.9% | $6,684-99.9% | $513-98.8% |