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 |
|---|---|---|
BPM LLP1 year Filed as: BPM ADVISORS, INC Service code 15 · EIN 90-0779560 | Recordkeeping | $9,702 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $480 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,479 | $59,535-72.3% | $90,160-81.7% | $62,292-73.5% |
| Participation rate | 94.3% | 73.0%+21.2pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 25.34% | 23.53%+1.8pp | 34.88%-9.5pp | 28.90%-3.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,328 | $4,639+58.0% | $5,288+38.6% | $3,169+131.2% |
| Admin fee / account holder | $63 | $337-81.2% | $5,943-98.9% | $479-86.8% |