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 8-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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,699 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $8,251 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,898 | $56,972-73.9% | $182,532-91.8% | $65,185-77.1% |
| Participation rate | 92.5% | 66.5%+25.9pp | 78.0%+14.5pp | 70.2%+22.3pp |
| Annual return | 24.12% | 27.67%-3.6pp | 148.54%-124.4pp | 29.38%-5.3pp |
| Employer contribution / active EE | $492 | $1,615-69.5% | $4,076-87.9% | $2,177-77.4% |
| Participant deferral / active EE | $1,974 | $3,526-44.0% | $5,524-64.3% | $3,514-43.8% |
| Admin fee / account holder | $170 | $528-67.9% | $8,592-98.0% | $847-80.0% |