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 | $2,575 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RBC Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | 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).
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 | $29,229 | $65,409-55.3% | $98,442-70.3% | $85,850-66.0% |
| Participation rate | 81.5% | 65.0%+16.5pp | 73.3%+8.2pp | 69.3%+12.2pp |
| Annual return | 19.05% | 21.76%-2.7pp | 1492.73%-1473.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $507 | $2,168-76.6% | $2,960-82.9% | $2,565-80.2% |
| Participant deferral / active EE | $5,647 | $3,166+78.3% | $4,276+32.0% | $3,952+42.9% |
| Admin fee / account holder | $21 | $4,593-99.5% | $5,949-99.6% | $6,260-99.7% |