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 |
|---|---|---|
BERGIN ROBERTS & CO, LLC1 year Service code 15 · EIN 26-4567336 | Recordkeeping | $17,921 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,346 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $42,857 | $63,764-32.8% | $81,930-47.7% | $79,858-46.3% |
| Participation rate | 98.5% | 67.5%+31.0pp | 72.0%+26.5pp | 69.6%+28.8pp |
| Annual return | 18.57% | 22.66%-4.1pp | 29.49%-10.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,407 | $1,795-21.6% | $4,310-67.4% | $2,471-43.1% |
| Participant deferral / active EE | $5,531 | $2,780+98.9% | $7,107-22.2% | $3,740+47.9% |
| Admin fee / account holder | $227 | $4,426-94.9% | $5,158-95.6% | $5,306-95.7% |