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 5-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 | $3,350 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 49 555 SOUTH ST STE 106 · HONOLULU, HI 96813 | 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 | $2,581 | $73,867-96.5% | $143,757-98.2% | $68,494-96.2% |
| Participation rate | 85.2% | 66.7%+18.6pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -18.15% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $502 | $3,184-84.2% | $4,951-89.9% | $2,596-80.7% |
| Participant deferral / active EE | $1,224 | $3,384-63.8% | $5,637-78.3% | $4,027-69.6% |
| Admin fee / account holder | $17 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |