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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,282 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,540 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $26,590 | $66,302-59.9% | $110,238-75.9% | $56,287-52.8% |
| Participation rate | 94.3% | 74.9%+19.4pp | 79.8%+14.5pp | 69.9%+24.5pp |
| Annual return | -7.48% | -1.18%-6.3pp | 314.74%-322.2pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,642 | $2,047-19.8% | $3,826-57.1% | $2,111-22.2% |
| Participant deferral / active EE | $2,846 | $3,381-15.8% | $4,672-39.1% | $3,350-15.0% |
| Admin fee / account holder | $48 | $698-93.2% | $8,547-99.4% | $521-90.8% |