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 8-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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,020 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT2+ years Service code 49 1211 AVE OF AMERICAS · NEW YORK, NY 10036 | 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 | $14,861 | $38,365-61.3% | $84,611-82.4% | $65,185-77.2% |
| Participation rate | 82.0% | 55.7%+26.3pp | 68.2%+13.7pp | 70.2%+11.8pp |
| Annual return | 37.27% | 32.00%+5.3pp | 258.74%-221.5pp | 29.38%+7.9pp |
| Employer contribution / active EE | $1,336 | $1,258+6.1% | $2,652-49.6% | $2,177-38.6% |
| Participant deferral / active EE | $3,707 | $2,278+62.7% | $3,899-4.9% | $3,514+5.5% |
| Admin fee / account holder | $5 | $451-99.0% | $4,912-99.9% | $847-99.4% |