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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 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 | $31,598 | $58,828-46.3% | $77,999-59.5% | $62,891-49.8% |
| Participation rate | 95.8% | 71.1%+24.7pp | 75.5%+20.3pp | 69.3%+26.5pp |
| Annual return | 7.45% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,069 | $1,672-36.1% | $2,470-56.7% | $2,281-53.1% |
| Participant deferral / active EE | $3,090 | $2,686+15.0% | $3,497-11.6% | $3,203-3.5% |
| Admin fee / account holder | $10 | $4,393-99.8% | $5,480-99.8% | $4,296-99.8% |