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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,257 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 1850 K ST NW 900 · WASHINGTON, DC 20006 | 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).
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 | $23,715 | $80,177-70.4% | $123,892-80.9% | $57,658-58.9% |
| Participation rate | 51.7% | 74.4%-22.8pp | 81.4%-29.7pp | 70.2%-18.6pp |
| Annual return | 49.47% | 17.90%+31.6pp | 47.52%+2.0pp | 5.13%+44.3pp |
| Employer contribution / active EE | $1,625 | $2,913-44.2% | $4,617-64.8% | $1,974-17.7% |
| Participant deferral / active EE | $3,841 | $5,130-25.1% | $5,984-35.8% | $3,061+25.5% |
| Admin fee / account holder | $11 | $106-89.8% | $8,357-99.9% | $95-88.5% |