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 | $20,601 |
FIDUCIARY PLAN PARTNERS, LLC2 years Service code 15 · EIN 81-2872393 | Recordkeeping | $8,613 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $20,296 | $61,272-66.9% | $149,673-86.4% | $71,457-71.6% |
| Participation rate | 85.5% | 62.5%+23.0pp | 78.8%+6.7pp | 67.9%+17.6pp |
| Annual return | 16.59% | 35.85%-19.3pp | 134.42%-117.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $923 | $2,378-61.2% | $4,818-80.8% | $2,588-64.3% |
| Participant deferral / active EE | $2,687 | $2,917-7.9% | $5,680-52.7% | $4,289-37.4% |
| Admin fee / account holder | $210 | $1,261-83.3% | $13,210-98.4% | $1,587-86.8% |