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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $845 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL Service code 49 400 SPECTRUM CENTER DRIVE · IRVINE CA, CA 92602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,883 | $59,263+55.0% | $96,562-4.8% | $79,386+15.7% |
| Participation rate | 50.0% | 61.9%-11.9pp | 69.8%-19.8pp | 70.7%-20.7pp |
| Annual return | 15.71% | 27.07%-11.4pp | 37.78%-22.1pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,084 | $1,216-10.9% | $2,356-54.0% | $2,427-55.4% |
| Participant deferral / active EE | $3,090 | $2,948+4.8% | $3,849-19.7% | $4,046-23.6% |
| Admin fee / account holder | $11 | $658-98.3% | $6,181-99.8% | $626-98.2% |