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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,875 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC3+ years Filed as: CENTAURUS FINANCIAL Service code 49 2777 PARADISE RD UNIT 2002 · LAS VEGAS, NV 89109 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $13,662 | $48,064-71.6% | $78,778-82.7% | $69,631-80.4% |
| Participation rate | 29.2% | 61.6%-32.3pp | 69.2%-40.0pp | 70.7%-41.4pp |
| Annual return | 17.39% | 21.81%-4.4pp | 35.62%-18.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $233 | $744-68.7% | $1,986-88.3% | $2,032-88.6% |
| Participant deferral / active EE | $704 | $2,079-66.1% | $2,958-76.2% | $3,224-78.2% |
| Admin fee / account holder | $17 | $152-89.1% | $5,134-99.7% | $110-85.0% |