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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,300 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
KOVACK SECURITIES INC7+ years Filed as: KOVACK SECURITIES, INC Service code 49 6451 NORTH FEDERAL HIGHWAY · FORT LAUDERDALE, FL 33308 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,436 | $39,019-37.4% | $80,716-69.7% | $85,850-71.5% |
| Participation rate | 84.4% | 41.5%+42.8pp | 54.2%+30.2pp | 69.3%+15.1pp |
| Annual return | 13.70% | 26.27%-12.6pp | 87.28%-73.6pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,084 | $722+50.1% | $1,160-6.5% | $2,565-57.7% |
| Participant deferral / active EE | $5,623 | $1,326+324.2% | $2,146+162.1% | $3,952+42.3% |
| Admin fee / account holder | $32 | $2,431-98.7% | $3,380-99.1% | $6,260-99.5% |