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-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,583 | $81,474-85.8% | $133,956-91.4% | $73,488-84.2% |
| Participation rate | 80.0% | 76.4%+3.6pp | 79.8%+0.2pp | 70.7%+9.3pp |
| Annual return | 20.84% | 19.40%+1.4pp | 45.09%-24.2pp | 28.51%-7.7pp |
| Employer contribution / active EE | $318 | $2,209-85.6% | $3,919-91.9% | $2,270-86.0% |
| Participant deferral / active EE | $2,022 | $3,786-46.6% | $5,048-59.9% | $3,740-45.9% |
| Admin fee / account holder | $19 | $713-97.3% | $8,927-99.8% | $513-96.3% |