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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,164 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $7,677 |
EGAN CPAS LP1 year Service code 15 · EIN 95-4326198 | Recordkeeping | $6,200 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,889 | $51,288-61.2% | $81,983-75.7% | $73,409-72.9% |
| Participation rate | 45.8% | 64.0%-18.1pp | 69.2%-23.4pp | 72.2%-26.3pp |
| Annual return | 20.54% | 29.48%-8.9pp | 41.31%-20.8pp | 59.29%-38.8pp |
| Employer contribution / active EE | $388 | $1,487-73.9% | $2,498-84.5% | $2,234-82.6% |
| Participant deferral / active EE | $1,319 | $2,715-51.4% | $3,722-64.6% | $3,805-65.3% |
| Admin fee / account holder | $165 | $125+31.5% | $5,664-97.1% | $158+4.3% |