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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,210 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 755 E MULBERRY AVE · SAN ANTONIO, TX 78212 | Other Services | $0 |
Employer 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 | $12,653 | $63,346-80.0% | $92,233-86.3% | $70,131-82.0% |
| Participation rate | 95.9% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.3pp |
| Annual return | 15.23% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $216 | $2,471-91.3% | $3,679-94.1% | $2,342-90.8% |
| Participant deferral / active EE | $2,767 | $2,854-3.0% | $3,897-29.0% | $3,332-16.9% |
| Admin fee / account holder | $15 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |