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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $32,914 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,384 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $34,831 | $101,317-65.6% | $146,958-76.3% | $74,495-53.2% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 33.11% | 8730.91%-8697.8pp | 418.34%-385.2pp | 1364.94%-1331.8pp |
| Employer contribution / active EE | $3,739 | $3,810-1.9% | $4,933-24.2% | $2,623+42.5% |
| Participant deferral / active EE | $8,278 | $7,303+13.3% | $8,070+2.6% | $4,346+90.5% |
| Admin fee / account holder | $176 | $1,739-89.9% | $12,998-98.6% | $1,942-91.0% |