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 7-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,847 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: MML INVESTORS SERVICES, LLC Service code 49 8151 PETERS RD · PLANTATION, FL 33324 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,063 | $50,815-66.4% | $155,509-89.0% | $77,643-78.0% |
| Participation rate | 45.3% | 63.1%-17.8pp | 78.2%-32.8pp | 70.6%-25.2pp |
| Annual return | 21.05% | 34.80%-13.8pp | 64.67%-43.6pp | 31.24%-10.2pp |
| Employer contribution / active EE | $2,117 | $1,993+6.2% | $4,672-54.7% | $2,726-22.3% |
| Participant deferral / active EE | $2,500 | $2,822-11.4% | $5,626-55.6% | $4,647-46.2% |
| Admin fee / account holder | $45 | $437-89.6% | $15,912-99.7% | $430-89.5% |