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 |
|---|---|---|
CHARLESWORTH & RUGG, INC.2 years Service code 15 · EIN 95-3517087 | Recordkeeping | $14,266 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,996 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $13,208 | $95,274-86.1% | $135,903-90.3% | $74,419-82.3% |
| Participation rate | 90.3% | 78.2%+12.2pp | 81.9%+8.4pp | 70.7%+19.6pp |
| Annual return | 29.67% | 32.77%-3.1pp | 68.23%-38.6pp | 34.38%-4.7pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,969 | $7,782-49.0% | $7,758-48.8% | $4,528-12.4% |
| Admin fee / account holder | $71 | $266-73.4% | $10,762-99.3% | $348-79.6% |