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 | $95,453-57.2% | $112,040-63.6% | $82,448-50.5% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.5%+18.5pp | 68.1%+26.9pp |
| Annual return | 11.29% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,144 | $2,318-7.5% | $2,954-27.4% | $2,551-16.0% |
| Participant deferral / active EE | $3,227 | $4,224-23.6% | $5,098-36.7% | $4,139-22.0% |
| Admin fee / account holder | $329 | $9,013-96.3% | $12,098-97.3% | $7,234-95.4% |