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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,906 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,574 | $37,044-68.8% | $71,796-83.9% | $57,658-79.9% |
| Participation rate | 72.5% | 61.1%+11.4pp | 69.1%+3.4pp | 70.2%+2.3pp |
| Annual return | 36.89% | 12.64%+24.2pp | 78.04%-41.1pp | 5.13%+31.8pp |
| Employer contribution / active EE | $2,757 | $720+282.9% | $1,924+43.3% | $1,974+39.7% |
| Participant deferral / active EE | $3,357 | $1,974+70.1% | $2,794+20.1% | $3,061+9.7% |
| Admin fee / account holder | $15 | $101-85.3% | $4,815-99.7% | $95-84.3% |