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 | $875 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $14,291 | $42,548-66.4% | $74,550-80.8% | $56,287-74.6% |
| Participation rate | 99.2% | 60.5%+38.8pp | 69.1%+30.1pp | 69.9%+29.4pp |
| Annual return | -3.29% | 12.40%-15.7pp | 32.53%-35.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $624 | $855-27.0% | $1,961-68.2% | $2,111-70.4% |
| Participant deferral / active EE | $3,266 | $2,277+43.4% | $3,108+5.1% | $3,350-2.5% |
| Admin fee / account holder | $4 | $467-99.1% | $5,060-99.9% | $521-99.2% |