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+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,344 | $86,332-84.5% | $125,175-89.3% | $65,185-79.5% |
| Participation rate | 80.0% | 75.3%+4.7pp | 79.8%+0.2pp | 70.2%+9.8pp |
| Annual return | 21.68% | 27.43%-5.8pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $350 | $2,040-82.8% | $3,865-90.9% | $2,177-83.9% |
| Participant deferral / active EE | $2,614 | $3,537-26.1% | $4,937-47.1% | $3,514-25.6% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |