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, INC2 years Service code 15 · EIN 81-2204426 | Recordkeeping | $11,019 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,972 |
ADP BROKER-DEALER3 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.
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 | $40,191 | $88,634-54.7% | $101,326-60.3% | $74,304-45.9% |
| Participation rate | 61.1% | 76.9%-15.7pp | 81.5%-20.3pp | 60.3%+0.8pp |
| Annual return | 21.91% | 33.10%-11.2pp | 36.82%-14.9pp | 29.43%-7.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,801 | $7,322-7.1% | $7,994-14.9% | $3,767+80.5% |
| Admin fee / account holder | $111 | $2,425-95.4% | $11,185-99.0% | $2,969-96.3% |