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 | $19,054 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,726 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | 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 | $34,385 | $86,332-60.2% | $125,175-72.5% | $65,185-47.3% |
| Participation rate | 96.5% | 75.3%+21.1pp | 79.8%+16.7pp | 70.2%+26.3pp |
| Annual return | 27.29% | 27.43%-0.1pp | 43.79%-16.5pp | 29.38%-2.1pp |
| Employer contribution / active EE | $1,611 | $2,040-21.0% | $3,865-58.3% | $2,177-26.0% |
| Participant deferral / active EE | $2,974 | $3,537-15.9% | $4,937-39.8% | $3,514-15.4% |
| Admin fee / account holder | $113 | $609-81.4% | $9,702-98.8% | $847-86.6% |