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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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 REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $14,667 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,225 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,405 | $54,193-71.6% | $93,654-83.6% | $77,671-80.2% |
| Participation rate | 72.6% | 63.9%+8.7pp | 68.7%+3.9pp | 70.6%+2.0pp |
| Annual return | 17.98% | 30.54%-12.6pp | 133.34%-115.4pp | 31.21%-13.2pp |
| Employer contribution / active EE | $1,931 | $1,168+65.4% | $2,421-20.2% | $2,726-29.2% |
| Participant deferral / active EE | $3,567 | $3,144+13.4% | $4,413-19.2% | $4,648-23.3% |
| Admin fee / account holder | $44 | $576-92.4% | $8,282-99.5% | $430-89.9% |