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 3-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,207 |
Filed as: FINANCIAL MANAGEMENT NETWORK, INC Service code 15 · EIN 33-0490707 | Recordkeeping | $8,190 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,869 | $53,165-87.1% | $86,188-92.0% | $74,419-90.8% |
| Participation rate | 75.9% | 64.9%+11.1pp | 69.0%+7.0pp | 70.7%+5.2pp |
| Annual return | 17.52% | 22.64%-5.1pp | 1168.45%-1150.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,030 | $3,234-6.3% | $3,985-24.0% | $4,528-33.1% |
| Admin fee / account holder | $144 | $551-73.9% | $6,852-97.9% | $348-58.6% |