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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,624 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $16,384 | $48,471-66.2% | $182,532-91.0% | $67,579-75.8% |
| Participation rate | 91.7% | 67.2%+24.6pp | 78.0%+13.8pp | 71.3%+20.5pp |
| Annual return | 434.19% | 31.08%+403.1pp | 148.54%+285.7pp | 378.56%+55.6pp |
| Employer contribution / active EE | $2,286 | $1,461+56.5% | $4,076-43.9% | $2,148+6.4% |
| Participant deferral / active EE | $4,391 | $3,324+32.1% | $5,524-20.5% | $3,539+24.1% |
| Admin fee / account holder | $92 | $151-39.1% | $8,592-98.9% | $142-35.3% |