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 | $22,685 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,330 |
ADP BROKER-DEALER3 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,938 | $81,474-52.2% | $133,956-70.9% | $73,488-47.0% |
| Participation rate | 95.9% | 76.4%+19.5pp | 79.8%+16.1pp | 70.7%+25.2pp |
| Annual return | 32.12% | 19.40%+12.7pp | 45.09%-13.0pp | 28.51%+3.6pp |
| Employer contribution / active EE | $1,188 | $2,209-46.2% | $3,919-69.7% | $2,270-47.6% |
| Participant deferral / active EE | $2,121 | $3,786-44.0% | $5,048-58.0% | $3,740-43.3% |
| Admin fee / account holder | $87 | $713-87.8% | $8,927-99.0% | $513-83.1% |