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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1 LIBERTY PLACE1650 MARKET ST · PHILADELPHIA, PA 19103 | 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 | $25,984 | $58,655-55.7% | $91,989-71.8% | $65,185-60.1% |
| Participation rate | 79.1% | 75.3%+3.9pp | 78.6%+0.5pp | 70.2%+8.9pp |
| Annual return | 64.56% | 33.92%+30.6pp | 69.02%-4.5pp | 29.38%+35.2pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,921 | $5,474+8.2% | $5,9230% | $3,514+68.5% |
| Admin fee / account holder | $8 | $434-98.1% | $7,743-99.9% | $847-99.0% |