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 5-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,527 |
LPL FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $11,980 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,480 | $94,833-81.6% | $75,696-76.9% | $86,799-79.9% |
| Participation rate | 52.1% | 79.1%-27.0pp | 74.8%-22.8pp | 72.3%-20.2pp |
| Annual return | 17.69% | 16.91%+0.8pp | 104.53%-86.8pp | 97.91%-80.2pp |
| Employer contribution / active EE | $982 | $2,904-66.2% | $2,743-64.2% | $2,405-59.2% |
| Participant deferral / active EE | $1,835 | $3,632-49.5% | $3,821-52.0% | $4,131-55.6% |
| Admin fee / account holder | $199 | $109+82.8% | $3,619-94.5% | $170+17.1% |