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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,740 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,461 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | 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 | $10,549 | $54,573-80.7% | $90,951-88.4% | $73,488-85.6% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.0%+18.5pp | 70.7%+16.8pp |
| Annual return | 13.52% | 16.69%-3.2pp | 134.60%-121.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $281 | $991-71.7% | $2,122-86.8% | $2,270-87.6% |
| Participant deferral / active EE | $2,500 | $2,517-0.7% | $3,373-25.9% | $3,740-33.2% |
| Admin fee / account holder | $42 | $521-91.9% | $5,959-99.3% | $513-91.8% |