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 |
|---|---|---|
GENOVESE BURFORD & BROTHERS2 years Filed as: GENOVESE BURFORD & BROTHERS WEALTH Service code 15 · EIN 45-5146130 | Recordkeeping | $24,485 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,548 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,218 | $49,138+2.2% | $84,015-40.2% | $65,185-23.0% |
| Participation rate | 80.7% | 60.7%+20.0pp | 69.0%+11.7pp | 70.2%+10.5pp |
| Annual return | 20.80% | 23.00%-2.2pp | 71.31%-50.5pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,220 | $2,397+34.3% | $3,239-0.6% | $3,514-8.4% |
| Admin fee / account holder | $340 | $543-37.4% | $6,101-94.4% | $847-59.9% |