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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SNOWDEN CAPITAL ADVISORS LLC1+ years Filed as: SNOWDEN ACCOUNT SERVICES INC. Service code 49 225 S LAKE AVENUE · PASADENA, CA 91101 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,491 | $44,425-94.4% | $67,834-96.3% | $55,167-95.5% |
| Participation rate | 87.5% | 59.7%+27.8pp | 68.8%+18.7pp | 69.0%+18.5pp |
| Annual return | 13.99% | 17.80%-3.8pp | 138.47%-124.5pp | 169.23%-155.2pp |
| Employer contribution / active EE | $332 | $1,351-75.4% | $2,403-86.2% | $1,963-83.1% |
| Participant deferral / active EE | $1,438 | $2,166-33.6% | $3,160-54.5% | $3,054-52.9% |
| Admin fee / account holder | $8 | $530-98.6% | $4,622-99.8% | $504-98.5% |