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-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.
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 | $49,265 | $54,573-9.7% | $90,951-45.8% | $73,488-33.0% |
| Participation rate | 36.8% | 61.2%-24.3pp | 69.0%-32.2pp | 70.7%-33.8pp |
| Annual return | 15.20% | 16.69%-1.5pp | 134.60%-119.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $283 | $991-71.5% | $2,122-86.7% | $2,270-87.6% |
| Participant deferral / active EE | $2,152 | $2,517-14.5% | $3,373-36.2% | $3,740-42.4% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |