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 |
|---|---|---|
Service code 15 · EIN 41-1812533 | Recordkeeping | $10,645 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,255 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,784 | $62,127-81.0% | $81,382-85.5% | $74,495-84.2% |
| Participation rate | 91.0% | 64.0%+27.0pp | 69.5%+21.6pp | 67.2%+23.8pp |
| Annual return | 43.24% | 16.48%+26.8pp | 24.73%+18.5pp | 1364.94%-1321.7pp |
| Employer contribution / active EE | $9 | $1,882-99.5% | $2,463-99.6% | $2,623-99.6% |
| Participant deferral / active EE | $1,924 | $3,229-40.4% | $3,883-50.4% | $4,346-55.7% |
| Admin fee / account holder | $73 | $1,934-96.2% | $5,768-98.7% | $1,942-96.2% |