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 |
|---|---|---|
SECURE ASSET MANAGEMENT4 years Filed as: SECURE ASSET MANAGEMENT LLC Service code 15 · EIN 14-1996228 | Recordkeeping | $19,764 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,497 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $40,815 | $95,803-57.4% | $113,168-63.9% | $84,808-51.9% |
| Participation rate | 95.0% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.7pp |
| Annual return | 11.29% | 25.00%-13.7pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,144 | $2,360-9.2% | $2,975-27.9% | $2,631-18.5% |
| Participant deferral / active EE | $3,227 | $4,242-23.9% | $5,107-36.8% | $4,212-23.4% |
| Admin fee / account holder | $329 | $8,989-96.3% | $12,068-97.3% | $7,344-95.5% |