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 | $2,429 |
ADP BROKER-DEALER7+ years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,819 | $105,181-59.3% | $159,436-73.1% | $85,850-50.1% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.4pp | 69.3%+5.1pp |
| Annual return | 18.99% | 45.07%-26.1pp | 263.57%-244.6pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,808 | $3,318-45.5% | $4,829-62.6% | $2,565-29.5% |
| Participant deferral / active EE | $7,314 | $5,945+23.0% | $7,352-0.5% | $3,952+85.1% |
| Admin fee / account holder | $19 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |