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 | $55,758 |
Service code 15 · EIN 82-5320133 | Recordkeeping | $23,333 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 81-1358316 | Recordkeeping | $12,926 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,847 | $56,152-77.1% | $185,823-93.1% | $73,409-82.5% |
| Participation rate | 88.8% | 67.6%+21.3pp | 78.0%+10.8pp | 72.2%+16.7pp |
| Annual return | 10.96% | 17.59%-6.6pp | 35.95%-25.0pp | 59.29%-48.3pp |
| Employer contribution / active EE | $655 | $1,532-57.3% | $4,087-84.0% | $2,234-70.7% |
| Participant deferral / active EE | $2,041 | $3,659-44.2% | $5,632-63.8% | $3,805-46.4% |
| Admin fee / account holder | $226 | $132+70.8% | $9,500-97.6% | $158+42.8% |