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 15 · EIN 45-3794639 | Recordkeeping | $16,558 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,773 |
ADP BROKER-DEALER3+ 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.
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 | $37,670 | $46,297-18.6% | $71,671-47.4% | $62,292-39.5% |
| Participation rate | 65.2% | 60.6%+4.6pp | 68.7%-3.6pp | 69.5%-4.3pp |
| Annual return | 20.38% | 22.32%-1.9pp | 20.65%-0.3pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,005 | $1,412-28.8% | $2,460-59.1% | $2,042-50.8% |
| Participant deferral / active EE | $2,470 | $2,235+10.5% | $3,438-28.1% | $3,169-22.1% |
| Admin fee / account holder | $163 | $461-64.5% | $5,558-97.1% | $479-65.9% |