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 7-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 |
|---|---|---|
KISC, LLC2 years Service code 15 · EIN 81-4984725 | Recordkeeping | $31,137 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,810 |
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 | $7,295 | $62,688-88.4% | $178,014-95.9% | $77,671-90.6% |
| Participation rate | 83.1% | 66.9%+16.2pp | 77.1%+6.0pp | 70.6%+12.5pp |
| Annual return | 14.56% | 16.16%-1.6pp | 294.80%-280.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $1,328 | $1,912-30.5% | $3,950-66.4% | $2,726-51.3% |
| Participant deferral / active EE | $2,853 | $4,224-32.5% | $6,276-54.5% | $4,648-38.6% |
| Admin fee / account holder | $78 | $386-79.7% | $10,362-99.2% | $430-81.8% |