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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,644 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,252 |
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 | $15,134 | $50,666-70.1% | $76,817-80.3% | $65,185-76.8% |
| Participation rate | 81.1% | 68.8%+12.3pp | 72.1%+9.0pp | 70.2%+10.9pp |
| Annual return | 18.27% | 28.51%-10.2pp | 1166.11%-1147.8pp | 29.38%-11.1pp |
| Employer contribution / active EE | $400 | $1,575-74.6% | $2,302-82.6% | $2,177-81.6% |
| Participant deferral / active EE | $1,341 | $2,647-49.3% | $3,336-59.8% | $3,514-61.8% |
| Admin fee / account holder | $185 | $463-60.0% | $6,420-97.1% | $847-78.1% |