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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,089 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,934 | $46,732-40.2% | $156,549-82.2% | $55,167-49.4% |
| Participation rate | 76.7% | 65.8%+10.9pp | 84.0%-7.3pp | 69.0%+7.7pp |
| Annual return | 5.55% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,797 | $2,105-14.6% | $5,501-67.3% | $1,963-8.4% |
| Participant deferral / active EE | $2,261 | $2,204+2.6% | $4,871-53.6% | $3,054-26.0% |
| Admin fee / account holder | $89 | $418-78.8% | $13,027-99.3% | $504-82.4% |