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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,960 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 49 1765 E SKYLINE DRIVE · TUCSON, AZ 85718 | Other Services | $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).
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 | $15,147 | $46,423-67.4% | $75,886-80.0% | $67,579-77.6% |
| Participation rate | 85.1% | 63.1%+22.0pp | 69.3%+15.8pp | 71.3%+13.8pp |
| Annual return | 24.11% | 32.29%-8.2pp | 30.76%-6.6pp | 378.56%-354.4pp |
| Employer contribution / active EE | $299 | $1,406-78.7% | $2,500-88.0% | $2,148-86.1% |
| Participant deferral / active EE | $2,119 | $2,564-17.4% | $3,603-41.2% | $3,539-40.1% |
| Admin fee / account holder | $14 | $132-89.7% | $5,418-99.7% | $142-90.4% |