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 4-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 |
|---|---|---|
SRPC, INC1 year Service code 15 · EIN 81-2204426 | Recordkeeping | $8,487 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,473 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,526 | $79,013-61.4% | $100,391-69.6% | $74,495-59.0% |
| Participation rate | 63.4% | 79.5%-16.0pp | 81.5%-18.0pp | 67.2%-3.8pp |
| Annual return | 21.99% | 20.41%+1.6pp | 49.20%-27.2pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,808 | $7,760+39.3% | $8,082+33.7% | $4,346+148.7% |
| Admin fee / account holder | $78 | $1,320-94.1% | $7,899-99.0% | $1,942-96.0% |