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 | $2,005 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
KOVACK SECURITIES INC5+ years Filed as: KOVACK SECURITIES, INC Service code 49 2233 NW 41ST STREET · GAINESVILLE, FL 32606 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,227 | $31,679-51.9% | $74,701-79.6% | $65,185-76.6% |
| Participation rate | 94.6% | 40.4%+54.2pp | 54.5%+40.1pp | 70.2%+24.4pp |
| Annual return | 19.81% | 39.04%-19.2pp | 752.92%-733.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $330 | $566-41.6% | $1,084-69.5% | $2,177-84.8% |
| Participant deferral / active EE | $1,421 | $1,191+19.3% | $1,964-27.6% | $3,514-59.6% |
| Admin fee / account holder | $12 | $379-96.8% | $3,333-99.6% | $847-98.6% |