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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $11,838 | $43,075-72.5% | $74,583-84.1% | $62,891-81.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 9.12% | 17.50%-8.4pp | 20.47%-11.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $229 | $1,498-84.7% | $2,525-90.9% | $2,281-90.0% |
| Participant deferral / active EE | $1,655 | $2,389-30.7% | $3,458-52.1% | $3,203-48.3% |
| Admin fee / account holder | $6 | $2,840-99.8% | $4,138-99.9% | $4,296-99.9% |