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 |
|---|---|---|
FOSTER & WOOD5 years Service code 15 · EIN 46-0867108 | Recordkeeping | $18,166 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,710 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,433 | $56,423-26.6% | $77,163-46.3% | $71,457-42.0% |
| Participation rate | 21.3% | 64.3%-43.0pp | 69.6%-48.2pp | 67.9%-46.6pp |
| Annual return | 24.15% | 19.05%+5.1pp | 37.87%-13.7pp | 28.85%-4.7pp |
| Employer contribution / active EE | $1,089 | $1,866-41.7% | $2,535-57.1% | $2,588-57.9% |
| Participant deferral / active EE | $2,254 | $3,142-28.3% | $3,833-41.2% | $4,289-47.4% |
| Admin fee / account holder | $139 | $1,429-90.3% | $5,472-97.5% | $1,587-91.2% |