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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,169 |
ADP BROKER-DEALER4 years 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,182 | $118,971-70.4% | $112,977-68.9% | $73,488-52.1% |
| Participation rate | 93.1% | 83.3%+9.8pp | 82.6%+10.6pp | 70.7%+22.4pp |
| Annual return | 14.67% | 17.79%-3.1pp | 24.24%-9.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,549 | $4,091-62.1% | $4,255-63.6% | $2,270-31.8% |
| Participant deferral / active EE | $3,378 | $6,133-44.9% | $5,836-42.1% | $3,740-9.7% |
| Admin fee / account holder | $13 | $573-97.8% | $6,294-99.8% | $513-97.5% |