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 15 · EIN 13-5674085 | Recordkeeping | $6,479 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,110 |
ADP BROKER-DEALER4+ 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).
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 | $36,745 | $65,376-43.8% | $87,100-57.8% | $65,185-43.6% |
| Participation rate | 91.3% | 75.3%+15.9pp | 76.9%+14.4pp | 70.2%+21.1pp |
| Annual return | 19.45% | 31.27%-11.8pp | 28.19%-8.7pp | 29.38%-9.9pp |
| Employer contribution / active EE | $412 | $1,822-77.4% | $2,521-83.7% | $2,177-81.1% |
| Participant deferral / active EE | $2,652 | $3,388-21.7% | $4,049-34.5% | $3,514-24.5% |
| Admin fee / account holder | $50 | $520-90.4% | $7,497-99.3% | $847-94.1% |