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 8-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,943 | $77,503-69.1% | $100,391-76.2% | $80,856-70.4% |
| Participation rate | 94.4% | 76.9%+17.4pp | 81.5%+12.9pp | 67.6%+26.7pp |
| Annual return | 13.14% | 37.20%-24.1pp | 49.20%-36.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $203 | $2,801-92.8% | $3,942-94.9% | $2,755-92.6% |
| Participant deferral / active EE | $4,759 | $6,820-30.2% | $8,082-41.1% | $4,296+10.8% |
| Admin fee / account holder | $41 | $5,897-99.3% | $7,899-99.5% | $6,918-99.4% |