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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $33,209 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,000 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,015 | $37,213-32.8% | $156,549-84.0% | $63,975-60.9% |
| Participation rate | 17.4% | 65.0%-47.6pp | 84.0%-66.6pp | 71.1%-53.8pp |
| Annual return | 7.34% | 47.89%-40.5pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $67 | $1,357-95.0% | $5,501-98.8% | $2,182-96.9% |
| Participant deferral / active EE | $594 | $2,070-71.3% | $4,871-87.8% | $3,356-82.3% |
| Admin fee / account holder | $18 | $56-67.9% | $13,027-99.9% | $70-74.3% |