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 10-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 | $13,432 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $9,755 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $9,343 | $47,126-80.2% | $149,673-93.8% | $74,419-87.4% |
| Participation rate | 85.4% | 63.4%+22.1pp | 78.8%+6.7pp | 70.7%+14.7pp |
| Annual return | 19.71% | 22.75%-3.0pp | 134.42%-114.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $353 | $1,905-81.5% | $4,818-92.7% | $2,637-86.6% |
| Participant deferral / active EE | $1,446 | $2,728-47.0% | $5,680-74.5% | $4,528-68.1% |
| Admin fee / account holder | $45 | $343-86.8% | $13,210-99.7% | $348-87.0% |