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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,867 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,625 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,698 | $64,909-43.5% | $82,313-55.4% | $62,292-41.1% |
| Participation rate | 91.4% | 74.9%+16.6pp | 76.9%+14.5pp | 69.5%+21.9pp |
| Annual return | 14.32% | 21.18%-6.9pp | 25.88%-11.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $245 | $1,676-85.4% | $2,428-89.9% | $2,042-88.0% |
| Participant deferral / active EE | $2,446 | $3,103-21.2% | $3,706-34.0% | $3,169-22.8% |
| Admin fee / account holder | $16 | $440-96.4% | $5,608-99.7% | $479-96.7% |