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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $840 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1475 E WOODFIELD RD SUITE 900 · SCHAUMBURG, IL 60173 | Other Services | $0 |
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 | $6,391 | $69,515-90.8% | $86,874-92.6% | $85,850-92.6% |
| Participation rate | 71.4% | 66.3%+5.1pp | 71.6%-0.2pp | 69.3%+2.1pp |
| Annual return | 14.45% | 20.12%-5.7pp | 63.52%-49.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,948 | $2,919-33.3% | $3,699-47.3% | $3,952-50.7% |
| Admin fee / account holder | $7 | $5,972-99.9% | $5,828-99.9% | $6,260-99.9% |