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 |
|---|---|---|
BOSTON PARTNERS1 year Filed as: BOSTON PRIVATE BANK & TRUST COMPANY Service code 15 · EIN 04-2942314 | Recordkeeping | $17,015 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,813 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,766 | $76,367-41.4% | $93,606-52.2% | $72,985-38.7% |
| Participation rate | 89.4% | 71.7%+17.7pp | 75.8%+13.6pp | 69.5%+19.9pp |
| Annual return | 19.38% | 25.82%-6.4pp | 32.76%-13.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $339 | $2,275-85.1% | $2,718-87.5% | $2,440-86.1% |
| Participant deferral / active EE | $2,654 | $3,538-25.0% | $4,069-34.8% | $3,607-26.4% |
| Admin fee / account holder | $314 | $6,838-95.4% | $7,888-96.0% | $5,124-93.9% |