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 |
|---|---|---|
Filed as: PROCYON ADVISORS, LLC Service code 15 · EIN 82-1652002 | Recordkeeping | $5,048 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,999 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,756 | $101,724-92.4% | $164,813-95.3% | $80,856-90.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.28% | 16.72%-5.4pp | 69.93%-58.7pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,262 | $2,953+10.5% | $4,341-24.8% | $2,755+18.4% |
| Participant deferral / active EE | $1,468 | $4,477-67.2% | $6,031-75.7% | $4,296-65.8% |
| Admin fee / account holder | $31 | $8,227-99.6% | $12,690-99.8% | $6,918-99.5% |