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 | $54,369 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $8,074 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $7,430 | $46,423-84.0% | $75,886-90.2% | $67,579-89.0% |
| Participation rate | 79.1% | 63.1%+16.0pp | 69.3%+9.8pp | 71.3%+7.8pp |
| Annual return | 20.05% | 32.29%-12.2pp | 30.76%-10.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,691 | $1,406+91.4% | $2,500+7.6% | $2,148+25.3% |
| Participant deferral / active EE | $484 | $2,564-81.1% | $3,603-86.6% | $3,539-86.3% |
| Admin fee / account holder | $53 | $132-59.7% | $5,418-99.0% | $142-62.7% |