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 52 · EIN 13-5674085 | Indirect Investment Fees | $19,055 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $4,955 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,930 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,502 | $54,701-29.6% | $86,188-55.3% | $71,457-46.1% |
| Participation rate | 79.4% | 60.1%+19.3pp | 69.0%+10.4pp | 67.9%+11.4pp |
| Annual return | 19.42% | 20.06%-0.6pp | 1168.45%-1149.0pp | 28.85%-9.4pp |
| Employer contribution / active EE | $9 | $1,265-99.3% | $2,380-99.6% | $2,588-99.7% |
| Participant deferral / active EE | $5,130 | $3,108+65.1% | $3,985+28.7% | $4,289+19.6% |
| Admin fee / account holder | $32 | $1,922-98.3% | $6,852-99.5% | $1,587-98.0% |