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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,436 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $8,961 |
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 | $21,974 | $73,397-70.1% | $178,014-87.7% | $74,546-70.5% |
| Participation rate | 88.9% | 66.6%+22.3pp | 77.1%+11.8pp | 67.2%+21.7pp |
| Annual return | 16.01% | 17.49%-1.5pp | 294.80%-278.8pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $1,637 | $2,217-26.2% | $3,950-58.6% | $2,624-37.6% |
| Participant deferral / active EE | $3,380 | $4,512-25.1% | $6,276-46.1% | $4,347-22.2% |
| Admin fee / account holder | $219 | $1,809-87.9% | $10,362-97.9% | $1,944-88.7% |