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 6-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 | $1,350 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $8,975 | $66,813-86.6% | $100,516-91.1% | $73,488-87.8% |
| Participation rate | 90.1% | 77.5%+12.6pp | 79.4%+10.7pp | 70.7%+19.4pp |
| Annual return | 24.25% | 25.70%-1.5pp | 30.89%-6.6pp | 28.51%-4.3pp |
| Employer contribution / active EE | $1,420 | $2,147-33.8% | $3,418-58.4% | $2,270-37.4% |
| Participant deferral / active EE | $3,648 | $5,883-38.0% | $6,270-41.8% | $3,740-2.4% |
| Admin fee / account holder | $9 | $512-98.3% | $8,081-99.9% | $513-98.3% |