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 5-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,367 |
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 | $43,709 | $104,475-58.2% | $159,436-72.6% | $79,386-44.9% |
| Participation rate | 74.7% | 76.6%-1.9pp | 82.8%-8.1pp | 70.7%+4.0pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,841 | $3,417-16.9% | $4,829-41.2% | $2,427+17.0% |
| Participant deferral / active EE | $11,428 | $6,467+76.7% | $7,352+55.4% | $4,046+182.5% |
| Admin fee / account holder | $7 | $711-99.0% | $10,799-99.9% | $626-98.8% |