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 | $7,710 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,445 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $12,957 | $66,302-80.5% | $110,238-88.2% | $56,287-77.0% |
| Participation rate | 82.1% | 74.9%+7.2pp | 79.8%+2.3pp | 69.9%+12.2pp |
| Annual return | -8.70% | -1.18%-7.5pp | 314.74%-323.4pp | -9.96%+1.3pp |
| Employer contribution / active EE | $601 | $2,047-70.7% | $3,826-84.3% | $2,111-71.5% |
| Participant deferral / active EE | $2,905 | $3,381-14.1% | $4,672-37.8% | $3,350-13.3% |
| Admin fee / account holder | $73 | $698-89.5% | $8,547-99.1% | $521-85.9% |