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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,856 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
KOVACK SECURITIES INC6+ 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).
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 | $16,745 | $35,986-53.5% | $77,482-78.4% | $73,488-77.2% |
| Participation rate | 96.1% | 40.8%+55.2pp | 54.2%+41.9pp | 70.7%+25.4pp |
| Annual return | 15.46% | 19.26%-3.8pp | 54.79%-39.3pp | 28.51%-13.0pp |
| Employer contribution / active EE | $399 | $557-28.5% | $986-59.6% | $2,270-82.4% |
| Participant deferral / active EE | $1,658 | $1,198+38.5% | $1,861-10.9% | $3,740-55.7% |
| Admin fee / account holder | $16 | $466-96.5% | $2,858-99.4% | $513-96.8% |