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 6-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,006 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 901 WILSHIRE DRIVE · TROY, MI 48363 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,664 | $58,320-73.1% | $86,436-81.9% | $66,914-76.6% |
| Participation rate | 84.0% | 78.6%+5.4pp | 80.3%+3.6pp | 69.8%+14.2pp |
| Annual return | -19.64% | -9.71%-9.9pp | 4394.89%-4414.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,951 | $6,899+0.8% | $6,9520% | $4,237+64.1% |
| Admin fee / account holder | $12 | $546-97.8% | $6,731-99.8% | $593-98.0% |