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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,175 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HARBOR2 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 49 2330 W JOPPA ROAD STE 160 · LUTHERVILLE, MD 21093 | Other Services | $0 |
Employer contribution per participant 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 | $9,218 | $55,449-83.4% | $83,848-89.0% | $56,287-83.6% |
| Participation rate | 88.0% | 68.0%+20.0pp | 76.1%+11.8pp | 69.9%+18.1pp |
| Annual return | -5.22% | -1.38%-3.8pp | 850.88%-856.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $327 | $2,430-86.5% | $3,631-91.0% | $2,111-84.5% |
| Participant deferral / active EE | $3,358 | $2,935+14.4% | $4,082-17.7% | $3,350+0.3% |
| Admin fee / account holder | $12 | $656-98.1% | $5,478-99.8% | $521-97.7% |