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 7-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,691 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $68 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,362 | $54,701-59.1% | $86,188-74.1% | $71,457-68.7% |
| Participation rate | 83.1% | 60.1%+23.0pp | 69.0%+14.2pp | 67.9%+15.2pp |
| Annual return | 23.13% | 20.06%+3.1pp | 1168.45%-1145.3pp | 28.85%-5.7pp |
| Employer contribution / active EE | $1,602 | $1,265+26.6% | $2,380-32.7% | $2,588-38.1% |
| Participant deferral / active EE | $5,100 | $3,108+64.1% | $3,985+28.0% | $4,289+18.9% |
| Admin fee / account holder | $85 | $1,922-95.6% | $6,852-98.8% | $1,587-94.6% |