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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 1 LIBERTY PLACE1650 MARKET ST · PHILADELPHIA, PA 19103 | Other Services | $0 |
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 | $21,977 | $78,781-72.1% | $100,516-78.1% | $73,409-70.1% |
| Participation rate | 84.8% | 80.0%+4.7pp | 79.4%+5.4pp | 72.2%+12.6pp |
| Annual return | 32.86% | 31.69%+1.2pp | 30.89%+2.0pp | 59.29%-26.4pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,139 | $6,537+9.2% | $6,270+13.9% | $3,805+87.6% |
| Admin fee / account holder | $4 | $145-97.2% | $8,081-99.9% | $158-97.4% |