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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO6+ 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 | $79,757 | $58,879+35.5% | $178,490-55.3% | $73,488+8.5% |
| Participation rate | 19.1% | 66.2%-47.1pp | 81.9%-62.8pp | 70.7%-51.6pp |
| Annual return | 12.89% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,107 | $2,567-56.9% | $5,202-78.7% | $3,740-70.4% |
| Admin fee / account holder | $7 | $400-98.2% | $13,984-99.9% | $513-98.6% |