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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,430 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,197 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | 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 | $31,625 | $48,364-34.6% | $71,796-56.0% | $62,891-49.7% |
| Participation rate | 55.2% | 60.6%-5.5pp | 69.1%-13.9pp | 69.3%-14.1pp |
| Annual return | 5.15% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,110 | $1,042+6.6% | $1,924-42.3% | $2,281-51.3% |
| Participant deferral / active EE | $1,857 | $2,091-11.2% | $2,794-33.6% | $3,203-42.0% |
| Admin fee / account holder | $51 | $3,771-98.6% | $4,815-98.9% | $4,296-98.8% |