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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS, INC Service code 49 4801 GAILLARDIA PARKWAY · OKLAHOMA CITY, OK 73142 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $73,315 | $85,202-14.0% | $172,739-57.6% | $72,985+0.5% |
| Participation rate | 17.5% | 70.1%-52.5pp | 82.6%-65.1pp | 69.5%-52.0pp |
| Annual return | 19.52% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,050 | $3,260-67.8% | $5,198-79.8% | $3,607-70.9% |
| Admin fee / account holder | $10 | $5,884-99.8% | $13,954-99.9% | $5,124-99.8% |