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 9-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 | $26,734 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 15 · EIN 71-0927304 | Recordkeeping | $15,042 |
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 | $24,457 | $80,724-69.7% | $103,333-76.3% | $74,495-67.2% |
| Participation rate | 73.9% | 65.7%+8.3pp | 74.5%-0.6pp | 67.2%+6.7pp |
| Annual return | 13.29% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,277 | $3,157-59.6% | $3,868-67.0% | $2,623-51.3% |
| Participant deferral / active EE | $3,260 | $3,860-15.6% | $5,057-35.5% | $4,346-25.0% |
| Admin fee / account holder | $236 | $2,368-90.0% | $8,355-97.2% | $1,942-87.8% |