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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,120 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 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 | $25,510 | $42,383-39.8% | $76,523-66.7% | $64,186-60.3% |
| Participation rate | 77.1% | 58.1%+19.0pp | 68.0%+9.1pp | 69.6%+7.6pp |
| Annual return | -7.66% | -16.54%+8.9pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $9,012 | $1,563+476.5% | $2,647+240.5% | $2,381+278.5% |
| Participant deferral / active EE | $13,923 | $2,566+442.5% | $3,835+263.0% | $3,470+301.3% |
| Admin fee / account holder | $46 | $3,198-98.6% | $4,848-99.0% | $4,888-99.1% |