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 Service code 49 · EIN 22-3319984 | 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 | $49,718 | $30,599+62.5% | $74,583-33.3% | $57,658-13.8% |
| Participation rate | 11.7% | 49.1%-37.4pp | 68.1%-56.4pp | 70.2%-58.5pp |
| Annual return | 16.82% | 14.24%+2.6pp | 20.47%-3.6pp | 5.13%+11.7pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $517 | $1,805-71.3% | $3,458-85.0% | $3,061-83.1% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |